ETF Battles: LQD vs. JNK, Who Wins?
This is an excerpt from ETF Battles on ETFguide TV between LQD vs. JNK – two bond ETFs at opposite spectrums of credit risk. Who…
Category: Bonds
Beefing up Your Investment Portfolio’s Tactical Side in the Coronavirus Era
The Coronavirus outbreak has turned out to be more than just a Black Swan – it’s a totally random Black Piano from the sky that…
4 Benefits of Leveraged ETFs
Sitting atop this year’s performance gainers are leveraged ETFs. These are funds that use a combination of debt and derivatives to magnify their performance. Are leveraged…
5 Building Blocks for Your Investment Portfolio
The difference between well-built and poorly designed buildings can be strikingly drastic. Take for example, I.M. Pei, the Chinese-American architect, who is a legend in…
Factors that Should Influence Your Investments
If you asked a thousand different people about the key factors that should drive their investment choices, you’re bound to get a thousand different answers.…
How Safe are Bonds?
News flash: Investors who assumed their investments in conservative bonds and bond funds (Nasdaq:LSBRX) were safe from losses are learning otherwise. Since mid-2016, the performance…
A $1.3 Million Portfolio Report Card for JPG in Maryland
What are the hallmarks of a well-built and financially sound investment portfolio? For some, it’s simply owning the top performing stocks or mutual funds (Nasdaq:AMCPX).…
Utilities, Anyone?
With 2016 officially half over, the celebratory nature of the stock market is being masked by another telling trend: Defensive sectors are outperforming higher risk…
Sexy vs. Boring: Who’s Winning?
Higher investment risk leads to higher investment returns, right? It’s a Wall Street axiom that we’ve heard so many times it’s become ingrained in us.…
Should Correlations Drive Your Investment Decisions?
Do stock market correlations matter? Statisticians use correlations (or cross-correlation) to measure the relationship between asset classes or investments. The general idea is to better…
4 Moments When “Stay the Course” is the Wrong Investment Advice
The worst January start for U.S. stocks since 2009 should get your attention. If you’ve been hiding underneath a rock or hibernating in a cave-like dwelling, it’s…
4 Things to Understand about Your Portfolio’s Margin of Safety
Does your portfolio have a margin of safety? I ask that question because the total U.S. stock market (NYSEARCA:SCHB) has been rocky over the past…
Will Stocks End the Year on a High Note?
Heading into the final trading month of the year, the U.S. stock market has history riding on its side. The Dow Jones Industrial Average (NYSEARCA:DIA), the…
Why the Debt Ceiling Deadline Isn’t That Scary
On Oct. 15, the sitting U.S. Treasury Secretary Jack Lew sent his warning letter to Congress to increase the U.S. debt ceiling “or else.” Should bond…
Improving Bogle’s 50/50 Portfolio
Jack Bogle has made changes inside his personal investment portfolio. In a news interview last week, the legendary indexer revealed that his 60% allocation to U.S.…
(Podcast) The $700 Million Man Who Lost His Fortune
What’s hot and what’s not? The chart below shows that U.S stocks (NYSEARCA:SPY) are still outperforming other asset categories like bonds (NYSEARCA:BND), global real estate (NYSEARCA:RWO),…
(Podcast) Deconstructing the “Double Whammy” Effect on Gold Portfolios
How many people sold their stocks at the 2009 bottom, went to cash and then bought gold at its 2011 peak? In my latest Index Investing…
Does Your Portfolio Have a Margin of Safety?
Building an architecturally sound investment portfolio doesn’t happen by chance. A structurally strong and healthy portfolio is organized into three basic parts: 1) the portfolio’s core,…
Is this the Beginning of the Great Bond Exodus?
Never mind the outstanding performance that long-term U.S. Treasury ETFs (NYSEARCA:TMF) delivered last year, ETF investors are bailing on bonds. (Audio) Listen to Ron DeLegge @ The…
Love Affair with High Risk Debt Overtakes Bond Market
The most important single factor in shaping security markets is the public’s psychology. That was Gerald Loeb’s observation about how financial markets operate. And history…