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BulletShares Target-Date Bond ETFs to Hedge Rising Rate Risk
 
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Fixed-income investors are scrambling to adapt to a changing interest rate environment, but one may still generate yields and diminish rate risk through target-date bond ETFs. For instance, Guggenheim Investments has a suite of “BulletShares” defined-maturity bond ETFs, including a range of corporate bond options for years up to the Guggenheim BulletShares 2027 Corporate Bond ETF (NYSEArca: BSCR) and a group of high-yield options for years up to the Guggenheim BulletShares 2025 High Yield Corporate Bond ETF (NYSEArca: BSJP). "The objective of the BulletShares ETFs is to deliver the effective maturity of bonds that are maturing in the year. So once you get to the end of the year, we send them the asset value back to share holders," William Belden, Managing Director and Head of ETF Business Development for Guggenheim Investments, said at the Inside ETFs 2018 conference.
Views: 304 ETF Trends
Invesco's Big Opportunities in Fixed-Income ETFs
 
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As investors navigate a rising rate environment and make adjustments to their fixed income portfolio, there are many strategies in the marketplace. One of those strategies is the BulletShares ETF suite, which Invesco Powershares acquired as part of Guggenheim's ETF business earlier this year. Invesco offers high-yield fixed-income ETFs through its BulletShares Corporate Bond Portfolios and for investors, the BulletShares High Yield Corporate Bond Portfolios. In addition to the higher yield, the ETFs also carry interest rate hedging since the bonds are typically held until maturity.
Views: 190 ETF Trends
3 Rules for Investing in Bond ETFs
 
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Robert Smith, chief investment officer at Sage Advisory, explains how he has positioned clients for the next Fed move, and how he picks exchange traded funds. Don’t miss a WSJ video, subscribe here: http://bit.ly/14Q81Xy More from the Wall Street Journal: Visit WSJ.com: http://www.wsj.com Visit the WSJ Video Center: https://wsj.com/video On Facebook: https://www.facebook.com/pg/wsj/videos/ On Twitter: https://twitter.com/WSJ On Snapchat: https://on.wsj.com/2ratjSM
Views: 9871 Wall Street Journal
Individual bonds vs. bond funds
 
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Which is a better investment? There are pros and cons to each, but Vanguard bond experts Daniel Wallick and Chris Alwine emphasize that a municipal bond fund provides diversification and can cushion against risk. All investing is subject to risk, including the possible loss of the money you invest. Credit-quality ratings are obtained from Standard & Poor's and are measured on a scale that generally ranges from AAA (highest) to D (lowest). *For more information about Vanguard funds, visit vanguard.com or call 877-662-7447 to obtain a prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.* Although the income from a municipal bond fund is exempt from federal tax, you may owe taxes on any capital gains realized through the fund's trading or through your own redemption of shares. For some investors, a portion of the fund's income may be subject to state and local taxes, as well as to the federal Alternative Minimum Tax. This webcast is for educational purposes only. We recommend that you consult a financial or tax advisor about your individual situation. © 2014 The Vanguard Group, Inc. All rights reserved.
Views: 12529 Vanguard
Bond Index Funds in Rising-Rate Environments | Common Sense Investing with Ben Felix
 
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If active management isn’t the answer, and interest rates really do have nowhere to go but up, should you still expect positive returns from your bonds? I’m Ben Felix, Associate Portfolio Manager at PWL Capital. In this episode of Common Sense Investing, I’m going to talk about bond index funds in rising-rate environments and advice you on why you don’t need to be afraid of bond index funds. I’ll be talking about a lot more common sense investing topics in this series, so subscribe and click the bell for updates. I want these videos to help you to make smarter investment decisions, so feel free to send me any topics that you would like me to cover! ------------------ Visit PWL Capital: https://goo.gl/uPcXg7 Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIN: https://www.linkedin.com/company-beta/105673/ Follow Ben Felix on - Twitter: https://twitter.com/benjaminwfelix -LinkedIn: https://www.linkedin.com/in/benjaminwfelix/
Views: 16009 Ben Felix
Bullet Proof Nest-Egg Advice From Tony Robbins and Ray Dalio | Forbes
 
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Asset allocation is the most critical part of investment success. Here’s why only 30% in equities may make sense. Subscribe to FORBES: https://www.youtube.com/user/Forbes?sub_confirmation=1 Stay Connected Forbes on Facebook: http://fb.com/forbes Forbes Video on Twitter: http://www.twitter.com/forbesvideo Forbes Video on Instagram: http://instagram.com/forbesvideo More From Forbes: http://forbes.com Forbes covers the intersection of entrepreneurship, wealth, technology, business and lifestyle with a focus on people and success.
Views: 384639 Forbes
Warren Buffett: Investing in Stocks, Bonds and Bitcoin (2018)
 
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An interview with billionaire and CEO of Berkshire Hathaway, Warren Buffett. In this interview, Warren discusses investing in stocks and bonds and why bitcoin is gambling. Warren also talks about the discount in buying the stock of a business instead of the whole thing.📚 Books about Warren Buffett and his favourite books are located at the bottom of the description❗ Like if you enjoyed Subscribe for more:http://bit.ly/InvestorsArchive Follow us on twitter:http://bit.ly/TwitterIA Other great Stock Market Investor videos:⬇ Ray Dalio on Hedge funds, Success and Life/Work: http://bit.ly/RDVid1 Charlie Munger on Common sense and Investing:http://bit.ly/CMVid1 Billionaire James Simons: Conquering Wall Street with Mathematics:http://bit.ly/JSVidIA Video Segments: 0:00 Introduction 0:03 Are you worried about returns volatility? (Bitcoin) 2:52 Net purchaser of equities? 3:58 Good news is worrying the market? 6:37 Is there a inflection point on bonds? 8:13 Should you diversify assets? 9:16 Investing is not easy? 10:09 You have not tweeted? Warren Buffett Books 🇺🇸📈 (affiliate link) The Snowball: Warren Buffett and the Business of Life:http://bit.ly/TheSnowball The Essays of Warren Buffett:http://bit.ly/TheEssaysofWB Tap Dancing to Work: Warren Buffett on Practically Everything:http://bit.ly/TapDancing Warren Buffett's Favourite Books🔥 The Intelligent Investor: The Definitive Book on Value Investing:http://bit.ly/TIIBG Security Analysis: Sixth Edition:http://bit.ly/Securityanalysis Common Stocks and Uncommon Profits and Other Writings:http://bit.ly/CommonStock Interview Date: 26th February, 2018 Event: Squawk Box Original Image Source:http://bit.ly/WBuffettPic9 Investors Archive has videos of all the Investing/Business/Economic/Finance masters. Learn from their wisdom for free in one place. For more check out the channel. Remember to subscribe, share, comment and like! No advertising.
Views: 9790 Investors Archive
Investing 101: Stocks, Bonds, 401K, Cash, Portfolios, Asset Allocation, Etc.
 
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This brief tutorial will teach you investing 101 and the terminology you need to understand if you're investing as a beginner and want to plan for retirement. In this video we describe everything about investing including: stocks, bonds, cash, asset allocation, portfolios, large-cap, mid-cap, small-cap, risk/reward, and other investing terminology you need to know.
Views: 196338 Smart Investing Trends
Before You Invest In a Bond Fund/ETF, Know This
 
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Understand the difference between a bond fund's 30 day SEC yield and its 12 month yield The difference could amaze you! ================================ If you like what you see, a thumbs up helps A LOT. It tells YouTube that people are engaged and so the Youtube algorithm will show the video to others who may be interested in the content. So, give me a thumbs up, please! Don't forget to SUBSCRIBE by clicking here: https://www.youtube.com/channel/UCSEzy4i9xrKPoaU9z0_XbmA?sub_confirmation=1 My Amazon Product page: https://www.amazon.com/shop/heritagewealthplanning Anything you buy there Amazon pays me a commission. Much appreciated! If you received value from this video and/or channel, and want to say thanks, feel free to send a donation via Paypal. I'm not too proud to ask! https://bit.ly/2Gq1QsE Contact me: [email protected] GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It https://amzn.to/2LHwQpt Strategic Money Planning: 8 Easy Ways To Put Your House In Order https://amzn.to/2wKGi50 State by State Tax Guide For Retirees: https://amzn.to/2A1TmkH GET ALL MY LATEST BLOGPOSTS: https://heritagewealthplanning.com PODCAST: https://itunes.apple.com/us/podcast/josh-scandlen-podcast/id1368065459?mt=2 http://heritagewealthplanning.com/category/podcasts/ LET'S SOCIALIZE! Facebook: http://Facebook.com/heritagewealthplanning Linkedin: https://www.linkedin.com/in/joshscandlen/ Quora: https://www.quora.com/profile/Josh-Scandlen Google +: https://plus.google.com/u/1/108893802372783791910
Stocks and Bonds to Rise in 2019
 
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This year has been bad news for all asset classes - but it has left good quality investments at low prices, says Merian's Mark Nash Morningstar guest: Mark Nash - Head of Fixed Income, Merian Global Investors http://www.morningstar.co.uk
Views: 1117 Morningstar UK
Are These Bond ETFs the ‘Next Generation’ in Fixed Income Investing?
 
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Many of the fixed income ETFs on the market today are great, but BulletShares could be the next step in their evolution. Find out why these ETFs might be better choices for some investors in this week’s podcast. Please pick a time stamped topic below: (0:45) - BulletShares Lineup (3:05) - Use The BulletShares Approach In Your Own Personal Portfolio (6:10) - What Happens When a Fund Closes Down? (9:35) - How Much Does Sector Breakdown Change From Year to Year? (11:45) - What's Next For BulletShares (14:05) - Why The Name BulletShares? (15:10) - Episode Roundup: [email protected]
Views: 96 Zacks Podcasts
4 ETFs to Protect Your Portfolio
 
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There is plenty of downside risk in today's equity markets due to slow global growth and investors need a "Post-Modern Portfolio Theory" to face it head on, said Chuck Self, portfolio manager for the iSectors Post-MPT Growth ETF . The PMPT, launched this past August, is an actively managed ETF of ETFs that uses a quantitative investment model designed to improve upon the principles of Modern Portfolio Theory (MPT). The strategy uses monthly changes in more than a dozen capital market and economic factors, including interest rates, money supply, inflation and unemployment rates, as it seeks to maintain an optimal portfolio allocation. To achieve this, PMPT invests in nine low-correlated asset classes, including basic materials, bonds, energy, financials, gold, healthcare, real estate, technology and utilities. Right now Self said the PMPT is overweight the iShares U.S. Utilities ETF after it dropped over 7% in value in recent weeks. Much of this decline is due to concerns that the Federal Reserve is going to increase interest rates soon. "We do not believe the Fed will raise interest rates this year due to very low inflation," said Self. "Also, there is enough growth to increase demand for utility output. With a 3.7% yield, investors may receive price appreciation while earning an above-average current yield." The PMPT also holds the iShares U.S. Energy ETF , saying that the recent price action and proclamations from oil producing countries is leading to the view that oil demand and supply is close to being in balance. "As long as we don't go into a recession in the US or globally, which we don't believe will happen, the demand for energy will increase and these stocks will appreciate," said Self. Self said he is also bullish on the fund's allocations to the ProShares Ultra 20+ Year Treasury ETF and the Vanguard REIT ETF . "REITs have just recently eclipsed their pre-recession highs and the commercial real estate market is recovering nicely," said Self. "We believe it's going to continue to do so. In the meantime, VNQ offers a 3.25% yield and a diversified way to invest in the commercial real estate market recovery." Subscribe to TheStreetTV on YouTube: http://t.st/TheStreetTV For more content from TheStreet visit: http://thestreet.com Check out all our videos: http://youtube.com/user/TheStreetTV Follow TheStreet on Twitter: http://twitter.com/thestreet Like TheStreet on Facebook: http://facebook.com/TheStreet Follow TheStreet on LinkedIn: http://linkedin.com/company/theStreet Follow TheStreet on Google+: http://plus.google.com/+TheStreet
Understanding Bond ETFs
 
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Bond ETFs are changing the way we invest in bonds. Learn how bond ETFs are helping to make investing simpler, more transparent, and easier for investors of . ETF Trends Editor Tom Lydon sits down at the Morningstar ETF Conference with Ken Volpert, head of Vanguard's Taxable Bond Group, to discuss ways to . Global growth concerns and low inflation continue to support long term government bonds (TLT, VGLT). ISHARES 20+ YEAR TREASURY BOND ETF: . Subscribe to the Financial Times on YouTube: Brett Pybus, iShares European head of fixed income product strategy at BlackRock, .
Views: 265 Ila Damog
Are ETFs a better investment than mutual funds?
 
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Pacer ETFs President Sean O'Hara on the growth of ETF ownership, and why people are moving money from mutual funds to ETFs.
Views: 20350 Fox Business
Vanguard Group founder on the problem with index funds
 
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Vanguard Group Founder Jack Bogle discusses how the indexing business has changed over the years and the problem with index funds.
Views: 141015 Fox Business
Bond investing in challenging times: Bonds and your portfolio
 
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In this excerpt from a live webcast aired June 10, 2011, Colleen Jaconetti of Vanguard Investment Strategy Group and Chris Alwine of Vanguard Fixed Income Group discuss the role of bonds in your portfolio. Notes: • All investments are subject to risk. Investments in bonds and bond funds are subject to interest rate, credit, and inflation risk. • Although the income from a municipal bond fund is exempt from federal tax, you may owe taxes on any capital gains realized through the fund's trading or through your own redemption of shares. For some investors, a portion of the fund's income may be subject to state and local taxes, as well as to the federal Alternative Minimum Tax. • Diversification does not protect against a loss in a declining market or ensure a profit. • Past performance is not a guarantee of future results. • The information provided here is for educational purposes only and isn't intended to be construed as legal or tax advice. We recommend that you consult a tax or financial advisor about your individual situation. • Vanguard Marketing Corporation, Distributor.
Views: 6565 Vanguard
3 Funds You Can Hold Forever
 
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There are plenty of advantages to reducing portfolio turnover, and these funds are great options to hold for the long haul. For all Morningstar videos: http://www.morningstar.com/cover/videocenter.aspx
Views: 10295 Morningstar, Inc.
Our Favorite Dividend ETFs
 
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Vanguard Dividend Appreciation, Vanguard High Dividend Yield, and Schwab Equity Dividend are all fine--but different--passive choices. For all Morningstar videos: http://www.morningstar.com/cover/videocenter.aspx
Views: 4423 Morningstar, Inc.
Pros & Cons Of Bond Funds Vs. Bond ETFs
 
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https://goo.gl/QPCkqk - Start earning with binary options like millions of traders do Building a diversified bond portfolio is a time-consuming task that requires an amount of money that is beyond the means of many investors. Fortunately, mutual funds and exchange-traded funds (ETFs) offer convenient alternatives. Understanding the pros and cons of each will help you choose the one that is right for you. Why Buy Bonds? Before comparing bond funds and bond ETFs, it is worth taking a few moments to review the reasons why investors buy bonds. Most investors put bonds in a portfolio to generate income. While buying and selling bonds in an effort to generate a profit is a viable strategy, this type of activity is more common among professional investors than among individuals. Investors also buy bonds for risk-related reasons, as they seek to store their money in an investment that is less volatile that stocks. Before investing in bonds, you should have a clearly defined reason for doing so, as it will help you choose the right investment vehicle. To learn more about bonds, read the Bond Basics: Introduction tutorial. Bond Funds and Bond ETFs Bond funds and bond ETFs share several characteristics. Both offer diversification via portfolios that hold numerous bonds. Both do so with a significantly smaller minimum required investment than would be necessary to achieve the same level of diversification by purchasing individual bonds and using them to construct a portfolio. Both pay dividends and capital gains on a regularly scheduled basis, which serve as an income stream for investors. Both offer a wide variety of investment choices ranging from high-quality government bonds to low-quality corporate bonds and everything in between. And both can be purchased and sold through a brokerage account in exchange for a small per-trade fee. Despite these similarities, bond funds and bond ETFs also have some unique, unshared characteristics. Bond Funds Mutual funds have been investing in bonds for a long time. Some of the oldest balanced funds (which include allocations to both stock and bonds) date back to the late 1920s. Accordingly, there are a large number of bond funds in existence offering a significant variety of investment options. These include both index funds, which seek to replicate various benchmarks and make no effort to outperform those benchmarks, and actively managed funds, which seek to beat their benchmarks. Actively managed funds also employ credit analysts to conduct research into the credit quality of the bonds the fund purchases in an effort to minimize the risk of purchasing bonds that are likely to default. Bond funds are available in two different structures: open-ended funds and closed-end funds. Open-ended funds can be bought directly from fund providers, which means that they do not need to be purchased through a brokerage account. If purchased directly, the brokerage commission fee can be avoided. Similarly, bond funds can be sold back to the fund company that issued the shares, making them highly liquid. In a
Views: 30 ETFs
Vanguard Index Funds For Beginners!
 
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WEBULL: "Get a FREE STOCK just for signing up!" 💰 http://ryanoscribner.com/webull FREE 5 Step Money Making Blueprint: http://www.ryanoscribner.com/start Follow Me On Instagram: @ryanscribnerofficial _______ Ready To Start Making Money Online? 🙌💸 FREE 5 Step Money Making Blueprint ▶︎ http://www.ryanoscribner.com/start My 7 Online Business Secrets For 2019 ▶︎ https://www.go.ryanoscribner.com/7-secrets FREE Affiliate Marketing Course ▶︎ http://www.ryanoscribner.com/free Steal My Business Model ▶︎ http://www.ryanoscribner.com/paid Affiliate Marketing Facebook Group ▶︎ http://www.ryanoscribner.com/facebook-group _______ Ready To Start Investing? 🤔💸 WEBULL: "Get a FREE STOCK just for signing up!" 💰 http://ryanoscribner.com/webull BETTERMENT: "Passive investing, they manage everything for you." 📈 http://ryanoscribner.com/betterment FUNDRISE: "Passive real estate investing, 8 to 11% returns." 🏠 http://ryanoscribner.com/fundrise M1 FINANCE: "Invest in partial shares of stocks like Amazon." 📌 http://ryanoscribner.com/m1-finance LENDING CLUB: "Become the bank and make interest on loans." 🏦 http://ryanoscribner.com/lending-club COINBASE: "Get $10 in free Bitcoin (when you fund $100)." ⭐ http://ryanoscribner.com/coinbase MY INVESTING BLOG: “Learn how to invest today.” 📊 https://investingsimple.blog/ _______ Ready To Keep Learning? 🤔📚 Learn A New HIGH INCOME Skill 💰 https://www.fumoneywithryan.com My Favorite Personal Finance Book 📘 https://amzn.to/2NiyDiz My Favorite Investing Book 📗 https://amzn.to/2KEyd7D My 2nd Favorite Investing Book 📗 https://amzn.to/2tZmxBU My Favorite Personal Development Book 📕 https://amzn.to/2KJKgRn Not a fan of reading? Join Audible and get two free audio books! ❌📚 http://ryanoscribner.com/audible _______ DISCLAIMER: Ryan Scribner, including but not limited to any guests appearing in his videos, are not financial/investment advisors, brokers, or dealers. They are solely sharing their personal experience and opinions; therefore, all strategies, tips, suggestions, and recommendations shared are solely for entertainment purposes. There are financial risks associated with investing, and Ryan Scribner’s results are not typical; therefore, do not act or refrain from acting based on any information conveyed in this video, webpage, and/or external hyperlinks. For investment advice please seek the counsel of a financial/investment advisor(s); and conduct your own due diligence. AFFILIATE DISCLOSURE: Some of the links on this webpage are affiliate links, meaning, at no additional cost to you, we may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinions and comparisons. HOLDINGS DISCLOSURE: Ryan Scribner holds the following stocks: General Electric (GE), Alibaba (BABA), JD(.)com (JD), Facebook (FB), Apple (AAPL) and National Grid (NGG). While reasonable steps are taken to keep this information updated, this list may not be the most current.
Views: 321636 Ryan Scribner
An ETF Strategy to Generate Yields, Remove Rate Risk
 
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Fixed-income investors are worried that their bond funds may take a hit in a rising interest rate environment. However, one can turn to a rate-hedged bond ETF strategy that aims to eliminate interest rate risk all together and focus on helping investors achieve their target income generation. "We like to think of ourselves as the leader of fixed-income solutions that give investors options to stay invested in fixed-income markets, earn an attractive level of yield but hedge out the duration risk," Kieran Kirwan, Director of Investment Strategies at ProShares, said at the 2018 Morningstar Investment Conference. Specifically, the ProShares Investment Grade-Interest Rate Hedged ETF (BATS: IGHG) and ProShares High Yield Interest Rate Hedged ETF (BATS: HYHG) are two rate hedged ETF strategies that try to eliminate the rising rate risks. IGHG shows a -0.07 year net effective duration and a 4.09% 30-day SEC yield while HYHG has a -0.10 year duration and a 6.13% 30-day SEC yield. For more information, visit: https://www.etftrends.com/an-etf-strategy-to-generate-yields-remove-rate-risk/.
Views: 153 ETF Trends
Guggenheim Investments Visits the NYSE to Highlight BulletShares ® ETF Product Line-Up
 
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On Thursday, September 12, executives and guests of Guggenheim Investments, the investment management division of Guggenheim Partners, will visit the New York Stock Exchange (NYSE) to highlight the BulletShares ETF line up, which consists of 16 unique defined-maturity corporate bond and high yield ETFs. In July, the firm launched two new BulletShares ETFs - Guggenheim BulletShares 2021 Corporate Bond ETF (NYSE Arca: BSCL) and Guggenheim BulletShares 2022 Corporate Bond ETF (NYSE Arca: BSCM). As of August 31, 2013, Guggenheim is ranked as the eighth largest ETP provider in the U.S. and assets under management in the BulletShares product suite have increased by 92.5 percent year-to-date. BulletShares were the first defined-maturity corporate bond ETFs available in the market. To highlight the occasion, Douglas Mangini, Head of Intermediary Distribution, will ring the NYSE Opening Bell. *BlackRock ETP Landscape Industry Report, August 2013 About Guggenheim Investments BulletShares® ETFs Combining the benefits of bonds-control of portfolio maturity, yield and credit quality-with the broad diversification, liquidity and convenience of ETFs, Guggenheim Investments BulletShares® ETFs offer investors the best of both worlds. With maturity dates spanning from 2013 to 2022, there are 16 corporate bond and high-yield corporate bond BulletShares ETFs to choose from. These defined-maturity ETFs enable you to implement date-sensitive investment strategies such as building a laddered bond portfolio, filling gaps in existing portfolios, obtaining year-specific yield-curve exposure and managing future cash flow needs. (Source: Guggenheim Investments)
GOLD INVESTING! PHYSICAL GOLD, ETFs or GOLD STOCKS
 
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How to invest in gold explained. Be it physical gold, physical gold backed etfs, gold stocks, gold mining stocks or gold miner etfs. It is all about your gold investing strategy and gold portfolio exposure. Gold investing for beginners to pros. Want to know more about what I do? https://sven-carlin-research-platform.teachable.com/p/stock-market-research-platform Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com Stock market for modern value investors Facebook Group: https://www.facebook.com/groups/modernvalueinvesting/
How to invest in ETFs
 
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11/9/2017 Webcast: ETFs What you need to know How can you purchase Vanguard ETFs® (exchange-traded funds), and is there a particular time of day when it’s best to buy or sell an ETF? Vanguard investing experts, Josh Hirt and Rich Powers, describe how and when to add ETFs to your portfolio. Important Information All investing is subject to risk, including the possible loss of the money you invest. This webcast is for your educational purposes only. We recommend that you consult a tax or financial advisor about your individual situation. Diversification does not ensure a profit or protect against a loss. Investments in stocks or bonds issued by non-U.S. companies are subject to risks including country/regional risk and currency risk. Vanguard ETF Shares are not redeemable with the issuing Fund other than in very large aggregations worth millions of dollars. Instead, investors must buy and sell Vanguard ETF Shares in the secondary market and hold those shares in a brokerage account. In doing so, the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling. For more information about Vanguard funds or Vanguard ETFs, visit https://vgi.vg/2zIetY9 to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing. © 2017 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor.
Views: 13938 Vanguard
Guggenheim's Bill Belden Talks BulletShares, Equal Weight ETFs
 
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The ETF Store Show airs live every Tuesday morning from 9 -- 10AM CST on ESPN 1510 AM in Kansas City. The show is also available on Apple iTunes and Stitcher Radio. Learn how to make ETFs a part of your investment portfolio as we cover everything you need to know about investing in ETFs, including spotlighting market moving ETFs each week. We'll also help you understand what's driving the markets and more importantly, your investment performance.
Views: 219 The ETF Store
O'Leary: A correction isn't over until the bond lady sings
 
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Kevin O'Leary of O'Shares ETFs and CNBC's Mike Santoli discuss Monday's swing in the market. Though the Dow started the day with gains, it closed down 245 points. » Subscribe to CNBC: http://cnb.cx/SubscribeCNBC About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Find CNBC News on Facebook: http://cnb.cx/LikeCNBC Follow CNBC News on Twitter: http://cnb.cx/FollowCNBC Follow CNBC News on Google+: http://cnb.cx/PlusCNBC Follow CNBC News on Instagram: http://cnb.cx/InstagramCNBC #CNBC
Views: 21958 CNBC Television
Guggenheim's Bill Belden
 
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ETF Trends Editor Tom Lydon speaks with Bill Belden, Head of Product Development at Guggenheim Investments, about the firm's lineup of BulletShares exchange traded funds. The ETFs invest in corporate debt and are geared to provide the diversification of mutual funds and the benefits of individual bonds, including the return of principal at maturity. [ETF of the Week: Defined-Maturity Bonds] "What it delivers to investors and their advisors is the ability to capture the best of investing in a bond fund with a defined-maturity aspect that aligns with owning an individual bond," Belden says. The BulletShares suite features nine ETFs that invest in investment-grade corporate debt, and seven funds tracking high-yield bonds. [Defined-Maturity Bond ETFs Have Room to Grow] The ETFs are designed to mature in specific years. At the end of that year, the proceeds are delivered back to shareholders at net asset value, similar to how an individual bond matures. Belden explains how BulletShares ETF investors always know the fund's yield, holdings and duration because of the specific maturity. He tells Lydon one of the funds' biggest uses is creating "laddered" bond portfolios to manage the risk of rising interest rates. [Corporate Bond ETFs Target Specific Maturities] At the end of October, the BulletShares ETFs held about $1.8 billion in assets under management. Watch the video to see the full interview.
Views: 401 ETF Trends
INDEX FUNDS FOR BEGINNERS: How To Buy ETFs on Robinhood!
 
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WEBULL: "Get a FREE STOCK just for signing up!" 💰 http://ryanoscribner.com/webull FREE 5 Step Money Making Blueprint: http://www.ryanoscribner.com/start Follow Me On Instagram: @ryanscribnerofficial _______ Ready To Start Investing? 🤔💸 WEBULL: "Get a FREE STOCK just for signing up!" 💰 http://ryanoscribner.com/webull BETTERMENT: "Passive investing, they manage everything for you." 📈 http://ryanoscribner.com/betterment FUNDRISE: "Passive real estate investing, 8 to 11% returns." 🏠 http://ryanoscribner.com/fundrise M1 FINANCE: "Invest in partial shares of stocks like Amazon." 📌 http://ryanoscribner.com/m1-finance LENDING CLUB: "Become the bank and make interest on loans." 🏦 http://ryanoscribner.com/lending-club COINBASE: "Get $10 in free Bitcoin (when you fund $100)." ⭐ http://ryanoscribner.com/coinbase MY INVESTING BLOG: “Learn how to invest today.” 📊 https://investingsimple.blog/ _______ Ready To Start Making Money Online? 🙌💸 FREE 5 Step Money Making Blueprint ▶︎ http://www.ryanoscribner.com/start My 7 Online Business Secrets For 2019 ▶︎ https://www.go.ryanoscribner.com/7-secrets FREE Affiliate Marketing Course ▶︎ http://www.ryanoscribner.com/free Steal My Business Model ▶︎ http://www.ryanoscribner.com/paid Affiliate Marketing Facebook Group ▶︎ http://www.ryanoscribner.com/facebook-group _______ Ready To Keep Learning? 🤔📚 Learn A New HIGH INCOME Skill 💰 https://www.fumoneywithryan.com My Favorite Personal Finance Book 📘 https://amzn.to/2NiyDiz My Favorite Investing Book 📗 https://amzn.to/2KEyd7D My 2nd Favorite Investing Book 📗 https://amzn.to/2tZmxBU My Favorite Personal Development Book 📕 https://amzn.to/2KJKgRn Not a fan of reading? Join Audible and get two free audio books! ❌📚 http://ryanoscribner.com/audible _______ DISCLAIMER: Ryan Scribner, including but not limited to any guests appearing in his videos, are not financial/investment advisors, brokers, or dealers. They are solely sharing their personal experience and opinions; therefore, all strategies, tips, suggestions, and recommendations shared are solely for entertainment purposes. There are financial risks associated with investing, and Ryan Scribner’s results are not typical; therefore, do not act or refrain from acting based on any information conveyed in this video, webpage, and/or external hyperlinks. For investment advice please seek the counsel of a financial/investment advisor(s); and conduct your own due diligence. AFFILIATE DISCLOSURE: Some of the links on this webpage are affiliate links, meaning, at no additional cost to you, we may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinions and comparisons. HOLDINGS DISCLOSURE: Ryan Scribner holds the following stocks: General Electric (GE), Alibaba (BABA), JD(.)com (JD), Facebook (FB), Apple (AAPL) and National Grid (NGG). While reasonable steps are taken to keep this information updated, this list may not be the most current.
Views: 61747 Ryan Scribner
A Targeted Bond ETF Strategy for a Rising Rate Environment
 
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As we brace for a rising interest rate environment ahead, fixed-income investors may adopt a bond ladder strategy to hedge against the risks through maturity- or target-date exchange traded fund options. ETF Trends publisher Tom Lydon spoke with Bill Belden, Head of Product Development & Management at Guggenheim Investments, at the Inside ETFs conference that ran Jan. 22-25, 2017 to talk about defined-maturity ETFs to help diminish a fixed-income portfolio's exposure to interest rate risk.
Views: 518 ETF Trends
What causes bond ETF premiums
 
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Jim Rowley, senior investor analyst in Vanguard Investment Strategy Group addresses premiums and discounts associated with bond ETFs. For more information about Vanguard ETF Shares, visit www.vanguard.com, call 800-997-2798, or contact your broker to obtain a prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing. Vanguard ETF Shares are not redeemable with the issuing Fund other than in Creation Unit aggregations. Instead, investors must buy or sell Vanguard ETF Shares in the secondary market with the assistance of a stockbroker. In doing so, the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling. All investing is subject to risk, including the possible loss of the money you invest. Bond funds are subject to the risk that an issuer will fail to make payments on time, and that bond prices will decline because of rising interest rates or negative perceptions of an issuer's ability to make payments.
Views: 1513 Vanguard
T&I: LADDERING YOUR PORTFOLIO THROUGH BOND ETFS
 
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S&P Capital IQ Trends & Ideas: Director of Exchange-Traded Fund (ETF) & Mutual Fund Research Todd Rosenbluth joins Isabelle Sender, S&P Capital IQ Editorial, to discuss a new trend he sees among providers: defined-maturity bond ETFs. To read this and all Trends & Ideas content, please visit www.marketscope.com. Follow us on Twitter at @spmarketscope for more Trends & Ideas, ranking changes and investment strategies.
3 Funds to Build a Simple, Defensive Portfolio
 
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Our analysts share three ETFs that could serve as the backbone of a portfolio designed to reduce volatility. For all Morningstar videos: http://www.morningstar.com/cover/videocenter.aspx
Views: 2540 Morningstar, Inc.
Simple Rules For Investing With Shark Tank's Kevin O'Leary | Forbes
 
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Mr. Wonderful's line of O'Shares ETFs focus on quality companies with consistent dividends. Subscribe to FORBES: https://www.youtube.com/user/Forbes?sub_confirmation=1 Stay Connected Forbes on Facebook: http://fb.com/forbes Forbes Video on Twitter: http://www.twitter.com/forbesvideo Forbes Video on Instagram: http://instagram.com/forbesvideo More From Forbes: http://forbes.com Forbes covers the intersection of entrepreneurship, wealth, technology, business and lifestyle with a focus on people and success.
Views: 280491 Forbes
iShares Celebrates Fixed Income ETFs at the NYSE
 
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BlackRock, Inc. (NYSE: BLK) will visit the New York Stock Exchange (NYSE) on Thursday, February 27 to highlight the iShares Fixed Income ETFs and a new research report by Greenwich Associates indicating that fixed income ETFs are poised to take on a bigger role in institutional portfolios. (Source: BlackRock) iShares Fixed Income ETFs - iShares Treasury Floating Rate ETF (NYSEARCA: TFLO) - iShares Floating Rate Bond ETF (NYSEARCA: FLOT) - iShares 0-5 year High Yield Corporate Bond ETF (NYSEARCA: SHYG) - iShares 0-5 Year Investment Grade Corporate Bond ETF (NYSEARCA: SLQD) In honor of the occasion, Daniel Gamba, Head of iShares Americas Institutional Business at BlackRock, will ring the NYSE Opening Bell® joined by executives and guests of iShares. About BlackRock (NYSE: BLK): BlackRock is a leader in investment management, risk management and advisory services for institutional and retail clients worldwide. At December 31, 2013, BlackRock's AUM was $4.324 trillion. BlackRock helps clients meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. Headquartered in New York City, as of December 31, 2013, the firm had approximately 11,400 employees in more than 30 countries and a major presence in key global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company's website at www.blackrock.com. (Source: BlackRock) About iShares iShares is a global product leader in exchange traded funds with over 600 funds globally across equities, fixed income and commodities, which trade on 20 exchanges worldwide. The iShares Funds are bought and sold like common stocks on securities exchanges. The iShares Funds are attractive to many individual and institutional investors and financial intermediaries because of their relative low cost and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account. The iShares customer base consists of the institutional segment of pension plans and fund managers, as well as the retail segment of financial advisors and high net worth individuals. (Source: BlackRock)
Jack Bogle's Guide to a Winning Strategy
 
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Dec. 29 -- Vanguard Group Founder Jack Bogle discusses the economy and his investment strategy. He speaks on "Bloomberg Markets."
Views: 33286 Bloomberg
Target Date Bond ETFs Explained
 
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Do Target Date Bond ETFs offer investors better fixed income exposure?
Views: 159 ZacksInvestmentNews
Interest Rate Risk and the Benefits of Rate-Hedged Bond ETFs
 
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ProShares Head of Investment Strategy Simeon Hyman discusses how ProShares Interest Rate Hedged Bond ETFs target a duration of zero to eliminate interest rate risk. They also maintain the attractive return potential of corporate bonds.
Views: 684 ProShares
Best Vanguard Funds For Your Portfolio
 
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In this video we are talking about the best Vanguard funds for 2018 and beyond. Vanguard is well know for low cost index funds and mutual funds and that will be helpful in 2018 after following up 2017 of record market highs. The funds we recommend are symbols VFINX, VGEN stock and VGHCX. Respectively the Vanguard 500 Index Fund, Vanguard Energy Fund and Vanguard Health Fund. Like My Facebook Page: https://www.facebook.com/derrickmurray123/
Views: 30380 InvestingWisely
ETFs vs. Index Funds: Investing 101 w/ Doug Flynn, CFP
 
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Doug Flynn, CFP, of Flynn Zito Capital Management, LLC on ETFs vs. Index Funds. Ali: Explain the difference between an ETF and a mutual fund... Doug: Well an ETF is a mutual fund that you know and love, but it trades on the exchange, so you can buy throughout the day. Versus a traditional fund which trades once a day at the end of the day. Ali: Okay, so let's talk about index funds, which really came first. First you had stocks, then you had index funds. Doug: Yes, an index fund is just trying to replicate a particular index, which you can't invest in directly, but this is a way to replicate that. So if you like the stocks in the S&P 500, or the stocks in the Dow... Ali: It used to be that you could just read about the stocks in the Dow or the S&P 500, and buy the individual stocks. If you wanted to, you could buy all thirty in the Dow... Doug: That's right. Ali: But then, we came up with index funds, which said, "You can do the Dow, you can do the S&P 500, you can do the Nasdaq, you can do...I don't know...Easter European industries. Doug: Exactly, and that is going to track an index, there isn't a lot of trading or active management in there. You can do that in a traditional mutual fund format or in an ETF, which is the exchange traded version of that, which just means it trades throughout the day. Ali: Generally speaking, index brought the management fees, these fees associated with mutual funds, down, because there's not somebody doing a lot of active work, and ETFs brought them down further. Doug: Correct. Ali: So why would I choose one vs. the other? Doug: So if you buy an ETF, you're typically placing a trade like a stock. So, if you're with an online broker, they're typically going to charge you some type of a trading fee to do that, whereas a mutual fund may have a minimum, but won't necessarily have a transaction charge to do that. There are some cases where that isn't the case. Ali: If you're doing this for fees, you better look at this and understand that you're paying for trades. Doug: Yeah. Most people are putting money away each month. You know, one hundred dollars per month is what they're doing. You can't really do that with an ETF because you're making a transaction every single time. That's where a mutual fund might be better. Ali: So you're putting one hundred bucks a month away, but you're paying ten dollars for the transaction, you gotta weigh that in. Doug: Maybe you use the index fund for a little while, and then you have $10,000, and then you can actually do those transactions. So that's where you might want it in different ways. And that's where it's cheaper. Like anything else, the more money you have, it might be a little bit cheaper. Ali: One thing you warn is not all ETFs are created equal. What do you mean by that? Doug: Well as an example, the two major providers, there's Vanguard, there's i Shares, which are two different providers of ETFs. And you have to look at the structure. And the structure of i shares in particular, they're completely separate, which means their tax ramifications are very low. They don't necessarily pay capital gains to speak of because they're just trading in and out of the ETF structure by itself: it's a stand-alone ETF. Vanguard did what is kind of a bolt-on to its existing mutual funds. What's happened there, is some cases, when the fund pays a capital gains distribution... Ali: Because they sold a stock at a profit... Doug: Right, a large institution wants to sell a bunch of their funds, it transfers into the ETF itself. So all ETFs are not created equal, and you should look at, if I want bond index ETFs, look a little bit deeper and look where are there capital gains distributions. Many people know there are these issues in traditional mutual funds that are actively managed. And they don't scroll down and see if there are differences between the different ETF providers. Ali: And of course that makes a difference depending on how you're investing. Whether this is inside a tax-preferred investment, or it's just out in the open. Doug: If it's an IRA it doesn't really matter, but if it's in a taxable accound, the last thing you want is further tax surprises you thought you were avoiding by being in ETF format. Ali: This is a business for people who feel they're not going to outperform the market with their own selections. Doug: Exactly, you've said in a particular area I don't think I can bring value, I can't find a manager who will bring value in a particular are, I'm just going to index then. And as a portfolio manager and as people who manage money, there are times when we find that you can't bring value with managers, and that they're out of favor, and you might index more. But we're agnostic.
Views: 44727 FlynnZito
John Bogle: ETFs, Mutual Funds and Bitcoin (2017)
 
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An interview and Q&A with legendary investor and founder of the Vanguard Group, John C. Bogle. In this interview, John discusses mutual funds and regulation of the financial industry. John also talks about investing in alternative investments and Bitcoin📚 Books by John Bogle and his favourite books are located at the bottom of the description❗ Like if you enjoyed Subscribe for more:http://bit.ly/InvestorsArchive Follow us on twitter:http://bit.ly/TwitterIA Other great Stock Market Investor videos:⬇ Ray Dalio on Hedge funds, Success and Life/Work: http://bit.ly/RDVid1 Charlie Munger on Common sense and Investing:http://bit.ly/CMVid1 Billionaire James Simons: Conquering Wall Street with Mathematics:http://bit.ly/JSVidIA Video Segments: 0:00 Introduction 1:34 What are the lessons we have learnt in the last ten years? 7:53 What triggers the fall? 10:08 View on ETFs? 16:26 Asset managers bridging the gap? 20:46 Where are we in term of banking and mutual fund regulation? 23:00 Has Dodd Frank taken us to a good place? 24:29 How should the mutual fund industry be regulated going forward? 28:59 View on the tax bill? 31:18 Start of Q&A 31:29 How do you change Wall Street's time horizon? 34:38 What can we do to encourage people to invest? 37:56 Current thinking on alternative investments? 40:31 Thoughts on Bitcoin? 41:29 Fiduciary duty? 43:51 CFPB? 45:00 Comments on tax bill? 47:20 Should large shareholders be more active in looking at shareholder resolutions? 49:30 What worries you the most about the market? 53:13 Viability of 401k’s? 56:19 Are you going to keep working for the next 10 years? John Bogle books 🇺🇸📈 (affiliate link) The Little Book of Common Sense Investing:http://bit.ly/BookOfCommonSense Common Sense on Mutual Funds:http://bit.ly/CommonSenseMutualFunds Enough:http://bit.ly/EnoughJB The Clash of the Cultures:http://bit.ly/ClashofCulture Interview Date: 28th November, 2017 Event: Council on Foreign Relations Original Image Source:http://bit.ly/JBoglePic3 Investors Archive has videos of all the Investing/Business/Economic/Finance masters. Learn from their wisdom for free in one place. For more check out the channel. Remember to subscribe, share, comment and like! No advertising.
Views: 8778 Investors Archive
Tony Robbins: How to Invest Your Way to a $70 Million Retirement Fund | Inc. Magazine
 
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Life coach Tony Robbins, author of the recent book Money Master The Game, talks with Inc. editor-in-chief Eric Schurenberg about how to invest wisely and inspire the people around you. Subscribe to Inc.'s channel, click here: http://www.youtube.com/user/incmagazine?sub_confirmation=1 Click here for part 2 - Tony Robbins: What It Takes to Achieve Financial Security: http://www.inc.com/tony-robbins/wealth-isnt-about-not-working-about-not-needing-to-work.html Facebook: https://www.facebook.com/Inc Twitter: https://twitter.com/Inc G+: https://plus.google.com/+incmagazine/posts Linkedin: https://www.linkedin.com/company/inc.-magazine
Views: 371888 Inc.
Laddering bond ETFs can help clients cope with rising rates
 
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William Belden of Guggenheim Funds discusses the benefits of using a laddering strategy with bond ETFs to help mitigate risk and uncertainty around a potential rate hike.
Views: 67 Mark Bruno
A Highly Liquid, High-Yield Bond ETF Option
 
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The DWS high-yield bond ETF is quickly becoming a stable in fixed-income investors' search for speculative-grade debt exposure. The Xtrackers USD High Yield Corporate Bond ETF (HYLB) has accumulated $1.2 billion in net assets under management. The fund comes with a relatively cheap 0.20% expense ratio, shows a 5.75% 12-month yield and trades an average 157,000 shares per day.
Views: 133 ETF Trends
3 ETFs for a Diversified, Low-Cost Portfolio
 
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Morningstar analysts discuss three highly rated exchange-traded funds that could form the backbone of a portfolio. For all Morningstar videos: http://www.morningstar.com/cover/videocenter.aspx
Views: 5803 Morningstar, Inc.
Do It Yourself Asset Allocation
 
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Stock selection is a waste of time. What matters more is asset allocation, how you split your investments between shares, bonds, commodities, property... Here's our DIY guide to asset allocation. Support us on Patreon: https://patreon.com/pensioncraft
Views: 9102 PensionCraft
Bond ETFs inflows strong to start 2013
 
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BOND ETFS INFLOWS STRONG TO START 2013 ANCHOR (OFF-CAMERA) ENGLISH SAYING: Now, you're head of product development and we've seen this explosion in ETFs, what are you looking for in the development side in terms of how ETFs grow this year and how they become, I guess, further segmented with each new introduction? BILL BELDEN, MANAGING DIRECTOR, GUGGENHEIM INVESTMENTS (ENGLISH) SAYING: Sure. Well, we certainly look at product innovation as a continuing key driver in the growth of ETFs. We certainly have seen trends over the course of the past couple of years that have evidenced the strength within the fixed income market in particular and we have experienced that at Guggenheim and the industry more broadly has seen fixed income growth ramp up dramatically certainly relative to equities, which got a head start on fixed income as they released in the delivery within the ETF wrapper. So, despite the fact that- you know, there are certainly storm clouds on the horizon within the fixed income market. We continue to see fixed income as a meaningful opportunity to grow the ETF business more broadly as an industry and beyond that, with equity starting an outcome more of strongly into favor, we certainly believe that the equity pace of growth will continue to ratchet up in 2013. ANCHOR (OFF-CAMERA) ENGLISH SAYING: On the fixed income side last year, the heaviest inflow was into corporate bonds. Yes. High-yield had about 11 billion, corporate bond 16 billion. Does that continue in terms of the allocations, do you think this year? BILL BELDEN, MANAGING DIRECTOR, GUGGENHEIM INVESTMENTS (ENGLISH) SAYING: We certainly see that happening. We actually have a suite of investment grade and high-yield bond ETFs which are called our BulletShares ETFs and their target maturity products with defined maturities and they were our fastest grower last year, and then one of our fastest growers through the first month of 2013. We're certainly taking a very constructive view as it relates to high-yield and corporate bonds and certainly, the flows early in the year have evidenced that, that continues to be a trend within the business. ANCHOR (OFF-CAMERA) ENGLISH SAYING: What happens if the stock market rally extends even further much? I mean January has been an incredibly strong month. The Dow hits 14,000 first time in years before pulling back a bit. Will you see less interest in some of those fixed income products as people again, rush back in equities? BILL BELDEN, MANAGING DIRECTOR, GUGGENHEIM INVESTMENTS (ENGLISH) SAYING: By relative comparison standards, we would probably see a little bit less interest but keep in mind that the size of the fixed income market dwarves the equity market globally certainly, so we certainly see that as fixed income continues to catch up to equities as it relates to the delivery via ETFs that fixed income will likely maintain the pace. However, certainly as equities continue off of a very strong run here, like I said before, we expect that to grow. So, again, fixed income versus equity, perhaps equity will begin to outpace fixed income. We believe both will be strong growers in 2013. ANCHOR (OFF-CAMERA) ENGLISH SAYING: What's the risk in investing in ETFs as opposed to just the single instrument? BILL BELDEN, MANAGING DIRECTOR, GUGGENHEIM INVESTMENTS (ENGLISH) SAYING: Well, certainly the ETF comes as a packaged product so there's an element of diversification there that is not available when you buy an individual security like a bond. So I alluded earlier to our BulletShares ETF, which deliver a suite of ETF products with defined maturities, and they provide diversified portfolios that provide not only just single security diversification but also a second diversification as well. So, it goes back to that old theory of not all of your eggs in a single basket, and we certainly constructed those products with that single bond in mind so that we could position those as providing the best benefits available in an individual bond but yet the added benefit of within the diversified portfolio.
Views: 121 Market Screener
Vanguard's recommended international allocation
 
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Research has shown that adding international stocks and bonds to your portfolio helps reduce overall volatility. Vanguard experts Andrew Patterson and Scott Donaldson explain how this works and how investors can go about determining just how much to add. Please remember that all investments involve some risk. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Diversification does not ensure a profit or protect against a loss. Bond funds are subject to the risk that an issuer will fail to make payments on time, and that bond prices will decline because of rising interest rates or negative perceptions of an issuer's ability to make payments. This hangout is for educational purposes only. We recommend that you consult a tax or financial advisor about your individual situation. Advisory services are provided by Vanguard Advisers, Inc. (VAI), a registered investment advisor. © 2015 The Vanguard Group, Inc. All rights reserved.
Views: 7606 Vanguard
ETF Flows  Short-Term Corporate Bond ETFs Are Winning Assets (VCSH, BSCI)
 
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https://goo.gl/QPCkqk - Start earning with binary options like millions of traders do Short-term corporate bonds have relatively low durations that range between one and five years. As the U.S. Federal Reserve is likely to continue raising interest rates in 2016, short-term corporate bonds may prove to be a better option from a volatility standpoint compared to long-term corporate bonds, since short-term corporate bonds are not as sensitive to interest rate changes. According to the Investment Company Institute, exchange-traded funds (ETFs) amassed about $2 trillion in combined assets at the end of January 2016. Among all types of ETFs, bond funds experienced the largest increase in assets under management (AUM) in January 2016, as a result of capital inflows, capital appreciation and coupon payments. As of March 4, 2016, most of the ETFs in the short-term corporate bond space continued to show large year-to-date (YTD) capital inflows with a few ETFs being an exception, such as the SPDR Barclays Short Term Corporate Bond ETF (NYSEARCA: SCPB) with $94 million YTD capital outflows, the Guggenheim BulletShares 2016 Corporate Bond ETF (NYSEARCA: BSCG) with $49 million YTD capital outflows and the iShares Barclays 1-3 Year Credit Bond Fund ETF (NYSEARCA: CSJ) with YTD capital outflows of $26 million. Vanguard Short-Term Corporate Bond ETF The Vanguard Short-Term Corporate Bond ETF (NASDAQ: VCSH) witnessed YTD capital inflows of $370 million as of March 4, 2016. The fund was created in November 2009 to track the investment results of the Barclays U.S. 1-5 Year Corporate Bond Index, which is composed of investment-grade corporate bonds with maturities ranging between one and five years. The fund gathered $11.5 billion in AUM and had 1,994 bonds in its portfolio. VCSH is heavily tilted toward corporate bonds issued by industrial companies with 54% allocation and financial services firms with 40.4% allocation. The fund's holdings are high-quality securities with average credit ratings of A, average maturities of 2.9 years and average durations of 2.7 years. VCSH has demonstrated a 12-month trailing yield of 1.99% and a 30-day Securities and Exchange Commission (SEC) yield of 2.29%. As of March 17, 2016, the fund has generated a YTD gain of 0.96% and a one-year gain of 1.48%. VCSH showed annual average returns of 1.66% for the three-year period and 2.57% for the five-year period. The fund was one of the lowest-cost ETFs with an expense ratio of 0.10%. Morningstar awarded the fund a five-star overall rating in the short-term bond category. Guggenheim BulletShares 2018 Corporate Bond ETF The Guggenheim BulletShares 2018 Corporate Bond ETF (NYSEARCA: BSCI) experienced YTD capital inflows of $63 million as of March 4, 2016. The ETF was started in March 2012 to track the performance of the NASDAQBulletShares USD Corporate Bond 2018 Index, which represents a held-to-maturity portfolio of investment-grade corporate bonds that produce an average portfolio maturity in the year of 2018. The fund had $834.4 million in AUM and 324 securitie
Views: 32 ETFs
4 Keys to start investing | Tony Robbins Interview (Quick)
 
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This is the summary of an excerpt from Marie Forleo's interview with Tony Robbins Check out the full 38 minute interview on Marie's channel here: https://www.youtube.com/watch?v=Gj8rUr86ySo In this 3 minute video, we look at 4 important points about investing Tony Robbins talks about: [1] START right away -Get started ASAP. The sooner you start, the more you will have. Even a small consistent investment can turn into a huge sum of money [2] AUTOMATE your investing -Learn how to set up systems to where the moment you earn money, a percentage of it goes to your investments before you even get a chance to spend it [3] BE CAREFUL with Mutual Funds -Mutual funds claim to be able to take your money and beat the market, giving you huge profits. However, only 4% of Mutual Funds do so. Anyone claiming to be able to beat the market is probably full of crap [4] FEES COMPOUND -Just like your investments will compound, making your investments huge over time, so will fees. Having a 1% fee versus a a 3% fee can mean 77% less money over the long term
Views: 117572 QuickTalks
Asset Allocation -- Or, Where Should I Put My Money?
 
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In investing we have to consider balance, excellence, profit and more. But finding the right ratios and assets is a constant struggle. It must be something in the air: For whatever reason, a lot of investors right now are looking more closely at their asset allocations, and wondering whether they need to adjust their portfolios. Should a person be heavier in small-cap stocks than large-cap stocks? What should you do when the same stocks you hold individually are also in your mutual funds? Are bond funds riskier than we think? And what should you do when one high-flying company grows to take up half of your portfolio’s value?  In this Motley Fool Answers episode, hosts Alison Southwick and Robert Brokamp pull those questions and others from the mailbag, and dole out their best advice with help from Buck Hartzell, director of Investor Learning and Operations at The Motley Fool.  ------------------------------------------------------------------------ Subscribe to The Motley Fool's YouTube Channel: http://www.youtube.com/TheMotleyFool Or, follow our Google+ page: https://plus.google.com/+MotleyFool/posts Inside The Motley Fool: Check out our Culture Blog! http://culture.fool.com Join our Facebook community: https://www.facebook.com/themotleyfool Follow The Motley Fool on Twitter: https://twitter.com/themotleyfool
Views: 1372 The Motley Fool