In Plus Episode 330, we review investment conditions as of early February 2021. We calculate the break-even time for taxable and municipal bond funds to recoup price losses due to rising interest rates. We also compare municipal bond funds to utility dividend yields and find utilities to be more attractive. … [Read more...]
325 Plus: Mid Month Update, Utility Stocks and Duel Listings of Foreign Stocks
In Plus episode 325, we review market returns, the latest economic releases and two portfolio trades in David's portfolio. We look at the viability of utility stock investing as a substitute for bonds. Finally, we look at how companies list their stock shares in different countries and the impact of recent legislation that could lead to the delisting of many Chinese companies whose shares trade on U.S. exchanges. … [Read more...]
176 Plus: Investing In Utilities and Reviewing An Active Bond Fund
This week October 13, 2017 on Money For the Rest of Us Plus, we explore the merits of investing in the utilities sector as an income strategy. We also analyze the Osterweiss Strategic Income Fund against a backdrop of low expected returns for non-investment grade bonds. Finally, a word of caution regarding the tax treatment for crowdfunded real estate investments. … [Read more...]