Shaping Up Your Bond Portfolio With Barbells and Ladders

A key to bond management is reducing both reinvestment rate risk and price risk. Two strategies allow for this—while keeping a passive portfolio management approach. Risks involved in bond investing can be measured using the duration concept: Duration provides a measure for reinvestment rate risk and price risk, and investors can minimize both of these…

 

AAII Weekly Features: The Individual Investor’s Guide to Personal Tax Planning 2015

This week’s AAII Weekly Features highlight these valuable AAII articles: The Individual Investor’s Guide to Personal Tax Planning 2015 Bond Strategies for Those Fearful of Inflation Is Outperforming the Market Alpha or Beta? The Mutual Fund Cash Dilemma The featured AAII stock screen this week is the P/E Relative approach. Our Member Question for this…