Factors & Fixed Income: Don’t Ignore Them!
Factors & Fixed Income: Don’t Ignore Them!
Aaron Levitt is an independent investment analyst and author living in State College, Pennsylvania. His work appears in several high profile publications in both print and on the web. As an advocate for long-term globally oriented investing, Aaron believes that exchange traded funds have leveled playing field for Main Street. Following global macro-economic trends, investors now have several avenues to create great long term portfolios. Aaron is a graduate of The Pennsylvania State University where he studied Economics and International Business. Aside for helping regular investors develop winning portfolios, his current projects include writing his first book about investing in North America’s changing energy landscape.
Factors & Fixed Income: Don’t Ignore Them!
For fixed income investors, using covered calls on their stock sleeve has the ability to enhance the performance of their overall bond sleeve and provide plenty of sleep-at-night comfort.
For fixed income investors, using covered calls on their stock sleeve has the ability to enhance the performance of their overall bond sleeve and provide plenty of sleep-at-night comfort.
A cornerstone of the municipal bond market, these quasi short- and long-term securities have basically been ignored by investors over the last few years as rates have been close to zero.
A cornerstone of the municipal bond market, these quasi short- and long-term securities have basically been ignored by investors over the last few years as rates have been close to zero.
Investors may just want to give private REITs a big pass and focus on the public-side of the equation
Investors may just want to give private REITs a big pass and focus on the public-side of the equation
Bonds are not taxed in the same manner as stocks. As such, careful planning regarding asset location and bond type is crucial.
Bonds are not taxed in the same manner as stocks. As such, careful planning regarding asset location and bond type is crucial.
Just like the original groundbreaking SECURE Act, there are plenty of points and benefits in its sequel.
Just like the original groundbreaking SECURE Act, there are plenty of points and benefits in its sequel.
Prime money market funds may offer a bit of yield, but investors shouldn’t ignore the risks
Prime money market funds may offer a bit of yield, but investors shouldn’t ignore the risks
Overall, I-Bonds may not be the sexiest investment on the block, but they offer plenty of benefits and appeal for investors.
Overall, I-Bonds may not be the sexiest investment on the block, but they offer plenty of benefits and appeal for investors.
So, which is better? It depends on what you’re looking for and how you plan on using bonds in your portfolio.
So, which is better? It depends on what you’re looking for and how you plan on using bonds in your portfolio.
Real estate preferred stock features bond-like cash flow that fixed income investors crave, while still owning equity in the buildings themselves.
Real estate preferred stock features bond-like cash flow that fixed income investors crave, while still owning equity in the buildings themselves.
These bonds, secured by pools of loans or the cash flow from other assets can be a helpful tool for investors to get additional yield into their portfolios. However, they also can be minefields.
These bonds, secured by pools of loans or the cash flow from other assets can be a helpful tool for investors to get additional yield into their portfolios. However, they also can be minefields.
Short duration bonds are currently paying some of the best yields in years and offer less risk than longer dated bonds.
Short duration bonds are currently paying some of the best yields in years and offer less risk than longer dated bonds.
For fixed income investors, that may mean reimagining the spilt and taking a different approach that could generate more income and better long-term returns.
For fixed income investors, that may mean reimagining the spilt and taking a different approach that could generate more income and better long-term returns.
So-called Zeros and Separate Trading of Registered Interest and Principal of Securities (STRIPS) offer another way investors can use bonds to build and create income from their portfolios.
So-called Zeros and Separate Trading of Registered Interest and Principal of Securities (STRIPS) offer another way investors can use bonds to build and create income from their portfolios.
Thanks to the ETF boom, there are now numerous funds that use derivatives to reduce a bond portfolio's duration to essentially zero.
Thanks to the ETF boom, there are now numerous funds that use derivatives to reduce a bond portfolio's duration to essentially zero.
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