Plan for Changing Bond Markets

August 23, 2016

Many retirees want to preserve their capital, so bonds have often been a key component of their portfolios. But some retirees wonder if bonds can continue to provide the stability they’re looking for. They’ve spent decades putting aside money for their retirement, and they don’t want to risk losing it now. One thing we’ve learned […]

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What Fund Investors Can Do About Rising Rates

December 17, 2015

The Federal Reserve raised interest rates this week for the first time in nearly a decade, and this could affect markets in the coming year. To help you prepare, FundX President Janet Brown shared a four-step process that has helped her adapt to changing markets for over 40 years. Click here to read Janet’s Forbes […]

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Subscriber Q&A: Waiting for Interest Rates to Rise

May 22, 2014

Subscriber Question: Given that interest rates are likely to rise, shouldn’t NoLoad FundX’s bond portfolio have more exposure to short-term bonds, floating-rate funds or Treasuries? NoLoad FundX Answer: We recognize that with rates at historic lows, they have to rise eventually, but we don’t think anyone can accurately predict when rates will rise or how […]

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Manage Interest-Rate Risk with NoLoad FundX

September 24, 2013

Interest rates rose all summer long sending bonds into a tailspin, but investors still need bonds in their portfolios.  How can investors manage their fixed income portfolios in a rising interest-rate environment?  NoLoad FundX can help. A Variety of Bond Funds to Choose From NoLoad FundX covers a wide variety of bond funds, including funds […]

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Bonds – Who Needs Them? Probably You.

July 11, 2013

The Barclay’s U.S. Aggregate Bond Index fell 1.6% in June and 2.3% for the trailing three-months, the worst quarterly loss for the index in nine years. The index wasn’t alone in posting negative returns for the month and for the quarter: all forms of bond funds suffered as rates rose in May and June. Even […]

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An Overdue Correction, But Stocks Still Lead

July 3, 2013

June looked pretty bleak, but just as the major U.S. averages reached a 5% correction, stocks reclaimed some lost ground and ended the first half of the year with the largest January through June gains since 1999. Markets have been volatile, but with the S&P 500 up 13% so far this year – while long-term […]

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FundX Outlook for Stocks, Bonds & Cash

June 18, 2013

What can we expect from stocks, bonds and cash in the coming decade? This was one of the topics we discussed with SF Bay Area clients, subscribers and shareholders last month at our FundX Open House. Most investors allocate their portfolio to stocks, bonds and cash based on past returns. Since 1925, stocks have handily […]

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How to Prepare for the Next Secular Bull Market

April 25, 2013

Stocks have averaged 10% a year over the very long term. In fact, it is normal for stocks to return 15% or more for decades (despite volatility and intermittent bear markets). Stocks also regularly go through extended periods of low or near zero annual returns. During these periods of low (or no) returns, investors start […]

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On Forbes: 5 Reasons Why We Prefer Bond Funds to Bond ETFs

March 14, 2013

FundX President Janet Brown shared five reasons why she prefers bond mutual funds to bond exchange traded funds (ETFs) with Forbes. Click here to read her latest Forbes post. “One of the tenets of index investors is that few active managers beat their benchmark index over time,” Janet wrote. “In fixed income, however, there are many managers […]

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A Closer Look at Bond ETF Volatility

March 7, 2013

Exchange traded funds (ETFs) are popular investments and we think they are a great fit for a stock portfolio.  But when it comes to fixed income, we think bond mutual funds may be a better option than bond ETFs.  One reason is that fixed income investors tend to be fairly conservative and generally don’t have […]

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