Using Bonds Instead of Stocks for Portfolio Income

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Interest Rate Sensitivity and Bond Pricing How can it be that there are times when “safe” assets such as high-quality corporate bonds or U.S. Treasuries exhibit levels of price volatility that normally may be associated with the stock market? This article outlines a set…

 

How to Buy Individual Bonds: A Fixed-Income Toolkit

Once you’ve learned about bond basics and reviewed the vast number of bond choices, you’re ready to make decisions on how to invest your funds in bonds. Basically, you have two choices: You can purchase individual bonds, or buy them packaged together as funds. Both choices offer certain advantages. The most compelling reason to buy…

 

Screening for Dividend Income

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Reinvesting Dividends The approach used in managing AAII’s Dividend Investing portfolio is to allocate proceeds received from dividend payments to cash. The cash, along with any proceeds from the sale of holdings in excess of the average size of all DI holdings, is then…

 

A Strategy for Losing Money

I can give you a name of a fund trading with the equivalent of a 23% sales charge. It’s actively managed by a company that’s incurred large outflows from its signature mutual fund following the departure of its star chief investment officer. Interested in owning it? You probably aren’t, but some investors were. PIMCO’s Municipal…

 

The Top Mutual Funds Over Five Years: Health Care Remains on Top

This week’s AAII Weekly Features highlight these valuable AAII articles: The Top Mutual Funds Over Five Years: Health Care Remains on Top: Health care has not only remained the best-performing category, it now boasts seven of the 10 funds with the highest five-year returns. The Right Type of Life Insurance for Your Estate Planning Needs:…