How to Protect Your Portfolio from Rising Rates with ETFs - Video Blog
Eric Dutram - Zacks Investment Research - Wed Feb 11, 11:54AM CST
Investors can protect their bond portfolio from loses thanks to negative duration bond ETFs.
HYND: 21.43 (+0.07), AGND: 44.80 (-0.27)
Retired And Looking For Income From Your Bond Allocation? Pump Up Your Yield With A Barbell Approach
Portfolio Management 101 - at Seeking Alpha - Tue Feb 10, 4:16PM CST
ILTB: 64.37 (-0.19), BSV: 80.11 (-0.03), FLTB: 50.20 (-0.02), AGZD: 49.11 (unch), ISTB: 100.30 (-0.16), BLV: 95.24 (-0.66), AGND: 44.80 (-0.27), MINC: 49.24 (+0.02)
Understanding Bond Risk - Part 1
Learn Bonds - Seeking Alpha - Sat Jan 10, 1:29AM CST
By David Goldstein Many investors think of bonds as “safe.” That’s not really a good idea. Bonds are “safer” compared to some other investments, but not as safe as others. In a period of unprecedented market...
SCHZ: 52.63 (-0.01), BOND: 109.14 (-0.10), VBND: 50.07 (-0.09), ISTB: 100.30 (-0.16), FBND: 50.52 (-0.06), BLV: 95.24 (-0.66), AGND: 44.80 (-0.27), IUSB: 101.13 (-0.22), MINC: 49.24 (+0.02), SAGG: 32.96 (unch), ILTB: 64.37 (-0.19), BSV: 80.11 (-0.03), GBF: 115.03 (-0.39), FLTB: 50.20 (-0.02), AGZD: 49.11 (unch), AGG: 110.76 (-0.13), BND: 82.80 (-0.19), LAG: 58.58 (-0.10)
Best And Worst Bond ETFs Of 2014
Zacks Funds - Seeking Alpha - Mon Dec 29, 4:06PM CST
The U.S. stock markets delivered a somewhat muted performance this year (at least when compared to 2013) with the S&P returning about 12% YTD gains. The towering market of last year turned into a market that saw fears about a global slowdown and...
ITLY: 31.58 (unch), DLBL: 78.14 (+0.78), TLO: 73.76 (-0.77), EDV: 126.88 (-1.85), HYLD: 41.96 (+0.12), VCLT: 93.45 (-0.53), TLT: 128.19 (-1.33), ISHG: 81.60 (+0.22), AGND: 44.80 (-0.27), ZROZ: 123.35 (-1.57), LTPZ: 66.86 (-0.42), STPP: 33.20 (+0.19), BABS: 63.07 (-0.77), CLY: 62.03 (-0.40), LWC: 41.85 (-0.35)
Fixed Income 2015: Handle With Care
ValueWalk - Seeking Alpha - Tue Dec 09, 12:24PM CST
By LPL Financial Bond markets are likely to transition to a flat-return environment in 2015 after a volatile, but surprisingly positive return environment in 2014. We expect returns to be roughly flat or in the low-single digits for 2015. The...
FBND: 50.52 (-0.06), BLV: 95.24 (-0.66), YPRO: 23.93 (-0.03), MINC: 49.24 (+0.02), IUSB: 101.13 (-0.22), ILTB: 64.37 (-0.19), BSV: 80.11 (-0.03), GBF: 115.03 (-0.39), GVI: 111.22 (-0.18), BYLD: 25.36 (unch), AGG: 110.76 (-0.13), SCHZ: 52.63 (-0.01), BOND: 109.14 (-0.10), VBND: 50.07 (-0.09), ISTB: 100.30 (-0.16), AGND: 44.80 (-0.27), SAGG: 32.96 (unch), BIV: 85.53 (-0.14), TAPR: 31.63 (+0.44), FLTB: 50.20 (-0.02), AGZD: 49.11 (unch), LAG: 58.58 (-0.10), BND: 82.80 (-0.19), GOVT: 25.33 (-0.06), PLW: 33.20 (-0.21)
Once more unto the breach for bond bears
Seeking Alpha - at Seeking Alpha - Mon Nov 17, 11:46AM CST
SCHZ: 52.63 (-0.01), BOND: 109.14 (-0.10), VBND: 50.07 (-0.09), FBND: 50.52 (-0.06), BLV: 95.24 (-0.66), YPRO: 23.93 (-0.03), AGND: 44.80 (-0.27), IUSB: 101.13 (-0.22), SAGG: 32.96 (unch), ILTB: 64.37 (-0.19), BIV: 85.53 (-0.14), GBF: 115.03 (-0.39), GVI: 111.22 (-0.18), BYLD: 25.36 (unch), AGZD: 49.11 (unch), AGG: 110.76 (-0.13), BND: 82.80 (-0.19), LAG: 58.58 (-0.10)
How To Solve Your Bond Fund Problem
John Gerard Lewis - Seeking Alpha - Thu Oct 30, 3:37PM CDT
If ever there existed a conundrum for fixed-income investors, this is it. It was easy to continue reaping bond income amid a 31-year decline in rates. After all, when you start with the 10-Year Treasury Note at almost 16%, there's a lot of good...
SCHZ: 52.63 (-0.01), BOND: 109.14 (-0.10), VBND: 50.07 (-0.09), FBND: 50.52 (-0.06), ISTB: 100.30 (-0.16), BLV: 95.24 (-0.66), AGND: 44.80 (-0.27), IUSB: 101.13 (-0.22), MINC: 49.24 (+0.02), SAGG: 32.96 (unch), ILTB: 64.37 (-0.19), BIV: 85.53 (-0.14), BSV: 80.11 (-0.03), GBF: 115.03 (-0.39), GVI: 111.22 (-0.18), FLTB: 50.20 (-0.02), AGZD: 49.11 (unch), AGG: 110.76 (-0.13), BND: 82.80 (-0.19), LAG: 58.58 (-0.10)
Rising Rate Strategies: Core Plus Portfolio Performance During Tapering
WisdomTree - Seeking Alpha - Tue Oct 28, 11:20AM CDT
By Rick Harper In an earlier discussion on preparing portfolios for rising rates, we sought to illustrate the value of blending rising rate strategies to target a specific yield and duration profile in response to changes in Federal Reserve (Fed)...
HYZD: 24.16 (+0.06), AGZD: 49.11 (unch), HYND: 21.43 (+0.07), AGND: 44.80 (-0.27)
Need Income? Seek Bonds That Adjust As Rates Rise
at Investor's Business Daily - Fri Oct 03, 5:29PM CDT
Where can bond investors turn for income? They face constant warnings that upcoming interest rate hikes by the Federal Reserve will clobber bond prices. The solution is to diversify, but beware of limits and risks to some strategies. Diversification...
AGND: 44.80 (-0.27)