SPDR Lehman International Treasury Bond Fund (BWX)
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- A Lazy ETF Portfolio Underweighting the U.S. [view article]
- Fixed Income: Little Value in Treasuries, Preferred Financials Yielding 8% [view article]
- A 360 View of Returns (July 2008) [view article]
- Do Emerging Market ETFs Really Help You Diversify? [view article]
- El-Erian's Recommended Allocation vs. Harvard, Yale [view article]
- Treasury Bonds: The Short of the Century [view article]
- Commodity and Bond ETFs: "Stuff" and "Safety" Beating Stocks [view article]
- 3 ETFs That Beat Back the Bearish Downturn [view article]
- Nusbaum: Portfolio for a New Era [view article]
- Bond ETFs: Time to Stock Up, As Munis Yield More Than Treasuries [view article]
- PowerShares' Latest Concept: ETFs of ETFs [view article]
- Money Magazine ETF Recommendations: Keeping It Simple May Be Stupid [view article]
loading ...Recent BWX Articles
- A Lazy ETF Portfolio Underweighting the U.S.
- 5 Questions to Keep Your ETF Investing on Track
- ETF Watch: July 25–August 7
- Fixed Income: Little Value in Treasuries, Preferred Financials Yielding 8%
- A 360 View of Returns (July 2008)
- Do Emerging Market ETFs Really Help You Diversify?
- International Long Term Interest Rates
- Replicating Portfolios with ETFs
- Commodity and Bond ETFs: "Stuff" and "Safety" Beating Stocks
- Morgan Stanley Report Lists ETF Pluses
- Full List of Articles »
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A Lazy ETF Portfolio Underweighting the U.S. [view article]
What about using something like DBV for your cash? I would use PSP & PFP for Private Equity or individual stocks. A small amount in PCY for EM Int'l Bonds. I really like El-Erian after reading his book and I'm curious to see how this portfolio holds up. ReplyFixed Income: Little Value in Treasuries, Preferred Financials Yielding 8% [view article]
thoroughbred,Yes, it makes sense for now.
Also, nice article.
CrossProfit Reply
Fixed Income: Little Value in Treasuries, Preferred Financials Yielding 8% [view article]
Dunn, I had both the GM pfd as well as the F pfd, I just have zero confidence in either, and beside that, those 2 have gotten many recommendations as a better place to hide if you want long term exposure to GM and F so I think there are many novice investors there, if it starts to drop I don't believe they will hold for the long term and would make the drop much worse than it would need to be. Does that make sense? ReplyA Lazy ETF Portfolio Underweighting the U.S. [view article]
You can do a lot worse than following a brilliant mind like el-Erian's. I decided to make a similar examination, comparing also the Harvard 07 and Yale Models. Although your case el-Erian investment-substitutes may be correct, I used:El-E 08 Symbol
15.0% VTI
15.0% VEU
12.0% VWO
9.0% BWX
5.0% BND
5.0% TIP
11.0% VNQ
11.0% DBC
7.0% PSP
10.0% CASH
100.0%
I was happy to see that my own portfolio strategy & investment selections vastly outperformed this ETF Model, but I wouldnt presume that the El-Erian's managers deliver the same performance.
Good luck with this!
Reply
A Lazy ETF Portfolio Underweighting the U.S. [view article]
Good start and good choice. I will be following the progress. ReplyFixed Income: Little Value in Treasuries, Preferred Financials Yielding 8% [view article]
thoroughbred, do you have GJM- GMAC preferred around 11.75, yielding 16%? Are they going away? ReplyFixed Income: Little Value in Treasuries, Preferred Financials Yielding 8% [view article]
so remind me why anyone would not do a simple etf like TIPS which is AAA instead of something with less yield? ReplyFixed Income: Little Value in Treasuries, Preferred Financials Yielding 8% [view article]
WPK is my number four holding (3.02%) after GE (10.45%), money market (7.33%), a Jan09 4.5% CD (6.79%) and FCX (3.32%) After that is BRKB 2.71%, CTEW 2.29%, KO 2.16%, DD 1.6%, USB 1.55%, and then DTT the other pfd I still hold at 1.53% ReplyFixed Income: Little Value in Treasuries, Preferred Financials Yielding 8% [view article]
I held over 12 financial pfds this year going into July, I felt like they were a better place to hide then most financial equities. They day after I got scared and liquidated in my last financial equity (GS) at 164 I realized I was wrong. I took a hard look at my positions, I closed all but two of my pfds and switched into bank stocks... mostly USB, BAC, and on a lark I bought some WB. I am still holding them, although I have traded WB back and forth once. For PFDs? I have taken what was an average position size of about 1% of my portfolio and liquidated most of them to buy the equities... I have also however boosted 2 particular PFDs into top ten holdings. ReplyFixed Income: Little Value in Treasuries, Preferred Financials Yielding 8% [view article]
better but far from good.as per info on this site the inflation rate of the 5 daily basic needs is app. 15-16%.so if you are working & not a ceo or hedgefund manager you better get a17-18% increase just to stay even. ReplyFixed Income: Little Value in Treasuries, Preferred Financials Yielding 8% [view article]
The expense ratio for PFO is 1.56%! Ouch! ReplyFixed Income: Little Value in Treasuries, Preferred Financials Yielding 8% [view article]
Also look at HPF and PFO - 2 closed end funds that do nothing but pfd stocks....better yields and you get "active" management ReplyFixed Income: Little Value in Treasuries, Preferred Financials Yielding 8% [view article]
Corporate bonds offer a decent alternative--higher yields than Treasuries, less risk than high-yield bonds. Seven percent is pretty easy to get with A-rated bonds. ReplyFixed Income: Little Value in Treasuries, Preferred Financials Yielding 8% [view article]
I have been building a portfolio of financial preferreds for about 3 months, the avg. cost in my portfolio is just under $17 and all were issued at $25, the yield on the portfolio at my cost is 9.97%, I allocate a specific dollar amount into each name, if I have 2 defaults my cost basis (assuming I sell 2 positions at zero) would be $19.02. ReplyFixed Income: Little Value in Treasuries, Preferred Financials Yielding 8% [view article]
interesting article, but way too much risk for me, even at these spreads - sorry Reply