Bonds
Want To Invest Like The Pros? Roll Your Bonds As The Yield Curve Flattens
In the beginning of time, BC (Before Children), I traded bonds at Prudential Securities. It wasn’t like the “Wolf of Wall Street” or even Bonfire of the Vanities, but it had its moments. We didn’t get a lot of training. As we came in the door we were expected to know things like convexity and duration. And to […]
These 21 Safe Bond Funds Pay Up To 8.5% And Never Go Down
“Brett, give me some bond funds with big yields. And it’d be great if their prices never went down!” My money manager friend was chasing the holy grail of retirement income. He wanted safe payouts from bonds to balance his clients’ stock exposure. “How about the Artisan High Income Investor Fund (ARTFX)?” I replied. “It pays […]
Bond Market Is Flashing Recession Warning
Recession risk remains low for US, based on the latest economic data overall, but the Treasury market is pricing in a higher probability that growth will slow and perhaps lead to a downturn at some point in 2019. It’s still unlikely that output will contract in the near term, although a combination of political and […]
3 Quick Buys For Dividends Up To 6% (And 112% Upside)
There’s been a massive discount building in a pocket of the market where you can get big dividends that are entirely tax-free. And I’m going to show you three “1-click” ways to tap this income investor’s wonderland today. I know that tax-free anything these days sounds impossible, but in this case, I assure you it’s not. […]
Own Fixed Income? Avoid These 4 Fatal Flaws
Want more yield and price upside in your portfolio? You can get both from bonds – if you think a little contrarian, of course. Just avoid the four common mistakes most bond investors make, and you’ll probably do better than most stock jockeys! “First-level” financial advisors tell you to sell some stocks and buy more bonds as you get […]
3 Core Retirement Bond Funds To Buy
Individual bonds are better, but these bond funds look pretty safe With interest rates finally heading back up, bonds are slowly becoming more attractive investments, particularly for retirement. We aren’t quite at the place where retired investors can plow money back into bonds, but we are headed in that direction. Retired investors have to be […]
10 Steady Tax-Equivalent Yields Up To 10%
Municipal bonds are off to a slow start in 2018 – which is usually a bullish sign for these tax-free payers. We last “pounded the table” on munis in December 2016. They were coming off their worst month since the Great Recession, and we discussed their tendency to rally when they are hated: “It’s impossible to call a […]
This Last Safe 10% Bond Yield Won’t Last Long
Is there a bond bubble? There’s certainly more froth than not, with investors recklessly reaching for the riskiest of yields. But there’s one last 10% dividend on the board worthy of our consideration. It’s available thanks to investors’ misunderstanding (and laziness) – we’ll discuss details in a minute. But first, let’s review three key rules […]
A Safe 3-Stock Portfolio That Pays 5.9%
When planning for retirement, most investors try to split their assets between stocks (higher risk, higher return) and federal U.S. government bonds (lower risk, and these days, much lower return). Problem is, stocks are enjoying an overextended winning streak. The S&P 500 is up over 7% year-to-date: S&P 500 Moves Up and To the Right […]
5 Popular Bond Funds To Sell Now
With all this talk of rising rates, it’s surprising that bond funds are doing so well. The largest bond ETF, the iShares Core Total US Bond Market (AGG), is up over 4% in 2016 and hasn’t paused its bull run throughout the year: Investors are Hungry for Bonds Tax-exempt bonds aren’t doing as well, but […]
