James Bond Report

Rate-Reset Preferred’s; have you heard of them?

Rate-Reset Preferred’s; have you heard of them?

There are two types of Preferred Shares, those that move opposite to interest rates, and Rate-Reset-Preferred’s that move in sync with interest rates. If interest rates are rising, you might consider adding Rate-Reset-Preferred’s to your Fixed Income portion of your portfolio.

Short-term Interest Rates, Medium-term Mortgage, and Long-term Bonds

Short-term Interest Rates, Medium-term Mortgage, and Long-term Bonds

Yes the short, medium and long-term fixed income instruments are connected, but not as tightly as you would believe, or as conveyed by the media. There are multiple factors that affect interest sensitive securities, best answered in Sessions 1 and Sessions 2 of the CIC Course.

Rob Carrick overviews TLT

Rob Carrick overviews TLT

During the last USA recession, TLT, the iShares 20+Year Treasury Bond ETF, held up quite well (actually gaining). Should you hold TLT now as a hedge in your portfolio?

When Interest Rates increase, what happens to Bond Prices?

When Interest Rates increase, what happens to Bond Prices?

For 30 years interest rates have fallen, then we had a few years of flat interest rates. And a few countries around the world had negative interest rates. But what happens to your Bonds, your fixed income portfolio as interest rates start to rise?