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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Smoothing Out Bond Market Volatility

April 30, 2013

Interest rates haven’t risen (at least not yet), but bond market volatility has certainly increased this year. The Barclays Aggregate Bond Index, as measured by the iShares Core U.S. Bond Market ETF (AGG) which aims to track the Barclays Aggregate Bond Index, has bounced around this year-to-date, with little reward for greater volatility: the index […]

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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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A Surprisingly Good 2012

January 8, 2013

Investors faced anxiety and uncertainty throughout 2012. Much of Europe is in recession, the Middle East saw violence escalate, and at home, the U.S. government dealt with contentious fiscal tightening. These global concerns didn’t change during 2012, but the market’s reaction to the news changed. Despite unresolved turmoil the world over, both stock and bond […]

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Responding to Interest Rate Changes

October 30, 2012

Fixed income investors are concerned about low yields and the fact that interest rates will eventually rise. We don’t attempt to forecast interest rate direction. Instead, we reposition our fixed income portfolios into different areas of the bond market that are currently most attractive. Here are some of the options available to us in different […]

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Changing Bond Markets

October 16, 2012

Bond markets, like stock markets, change over time. Bond market leadership rotates as interest rates rise and fall, as bonds with higher or lower credit quality gain market favor, and as global currencies fluctuate.  Looking back at the last seven years, we can see many shifts in bond market leadership. High yields were often among […]

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Subscriber Q&A: Flexible Income Portfolio’s Low Volatility Funds

March 8, 2012

Subscriber Question: I noticed that you bought a fund in the Monthly Flexible Income Portfolio (MFIP) that is ranked as a sell in your Class 4 Total Return category. Why would you buy a fund that is low ranked? NoLoad FundX Answer: The MFIP doesn’t select from the whole of Class 4 because very few […]

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Subscriber Q&A: Long-Term Bond Funds

October 25, 2011

Subscriber Question: Long-term Treasury bond funds seem to be doing well lately. Would you consider including them in the Monthly Flexible Income Portfolio? NoLoad FundX Answer: We tend to avoid the long-term Treasury funds because they can be quite volatile.  They move inversely to interest rates – as do all government and other high credit […]

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Five Years of Fixed Income Guidance

January 13, 2011

NoLoad FundX is perhaps best known for its excellent long term equity performance, but the newsletter also has a winning fixed income portfolio. In August 2005, we added the Monthly Flexible Income Portfolio (MFIP) to NoLoad FundX. Back in 2005, we were still in the midst of a strong bull market and some investors wondered […]

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