fixed income

Should You Reach for Higher Yields?

May 17, 2017

High-yield bonds add tremendous value at times, so it makes sense to at least consider investing in them. They’ve had terrific returns in recent years. In 2016, they outpaced both stocks and higher quality bonds. They can also be useful in a rising interest-rate environment, since their higher yields could help offset a decline in bond […]

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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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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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Bond ETFs in Down Markets

June 25, 2013

Interest rates have been rising since May and this has affected all areas of the bond market, but in many cases, bond ETFs were hit harder than bond funds. Barron’s wrote about bond ETFs that lost more than their underlying assets in May. “iShares iBoxx High Yield Corporate Bond’s (HYG) market price dropped 2.6% for […]

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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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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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On Forbes: Help Navigating Changing Bond Markets

February 26, 2013

FundX president Janet Brown aims to help investors navigate changing bond markets in her latest post on the Forbes Intelligent Investing blog, “5 Reasons Why Bond Funds Can Help You Navigate Bond Market Headwinds Successfully.” Bonds have done well for the last few years, but some are now questioning if this will continue. “No one […]

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Five Reasons to Love Bond Funds

February 14, 2013

Bonds have done well in an environment marked by high demand, low interest rates and low levels of defaults, but we know that markets change. Investors may not always have such a strong demand for bonds; interest rates may rise, and defaults may also increase. Given the potential headwinds facing bonds, we believe investors may […]

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Getting Started (Part 3) – Allocating to Stocks and Bonds with NoLoad FundX

January 29, 2013

Many investors use a New Year as a time to get their investments in order. To help, we’re launching a series of posts to help investors who are just getting started with a new investment program. So far, we’ve looked at the importance of having a plan, and why investors need stocks, bonds and cash. […]

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