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Short Term Investment Advice

On 05/15/2011, in Investment Strategies, by Jordan Wilson

Some thoughts from successful investor Jim Rogers.

Sell United States (U.S.) bonds, buy renminbi, invest in commodities.

The key point behind all is recommendations is the fate of the U.S. dollar.

An opinion I share. 

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Asset Allocation: Fixed Income

On 02/07/2011, in Asset Allocation, by Jordan Wilson

Fixed income is the second core asset class.

Here we can start to look at percentage allocations when investing.

Again, the investor profile will determine the appropriate amount to invest in fixed income.

Within the profile, the phase of one’s life cycle and the investor’s risk tolerance are keys.  

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Alternative Asset Class ETFs

On 11/27/2010, in Exchange Traded Funds, by Jordan Wilson

To date we have treated exchange traded funds (ETFs) strictly as index trackers.

In our examples, we have focussed on stock indices.

But there is more to ETFs than simply being stock index trackers.

Before leaving ETFs, I want to briefly discuss some other available ETF options.

All these other ETFs trade exactly as the ETFs we previously discussed. The only difference is the assets within the ETF portfolio and/or the investment tactics used by the ETF.

Today we will quickly review some other available ETF asset classes.

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Negative Yield Bonds

On 10/31/2010, in Fixed Income, by Jordan Wilson

This week, the U.S. government issued federal debt at a negative yield to maturity.

According to Reuters:

The U.S. Treasury Department on Monday sold securities that fetched a negative yield for the first time, implying investors are willing to pay the government to own its debt.

A historic and interesting event. One worth briefly discussing.

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Important Bond Features

On 07/26/2010, in Fixed Income, by Jordan Wilson

To date we have mainly considered bond examples using plain vanilla debt instruments.

That is, debt with a par value in the investor’s domestic currency, a fixed term to maturity, and a consistent coupon rate. But bonds may also vary from this simple structure. There may be features incorporated into the debt terms that affect the issue.

These features may significantly impact the debt issue and returns to investors.

Bond features are extremely important to bear in mind when investing in bonds.

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A Few More Bond Types

On 07/23/2010, in Fixed Income, by Jordan Wilson

As Types of Bond Issues was getting long, I separated out a few of the more interesting bonds.

While the previous post listed some common bonds, I do not think too many of you will invest in Certificates for Automobile Receivables or Collateral Trust Bonds.

However, if you do any fixed income investing, you will come across the instruments below.

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Bonds, Notes and Debentures

On 07/19/2010, in Fixed Income, by Jordan Wilson

Today we will review longer term fixed income securities.

There is some differentiation in the way that people define these assets.

Many define a bond as a debt instrument that is secured against specific assets of the issuer. Bonds may also be seen as any debt exceeding 1 year in term to maturity.

I take a slightly different approach to defining bonds.

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Fixed Income Key Terms

On 07/14/2010, in Fixed Income, by Jordan Wilson

We will start our review of fixed income securities today.

As there are some good things to know, we shall break it down into a few posts.

First, I want to quickly review a few key terms that relate to fixed income. If you can understand a little of the terminology, it will make the whole area easier to follow.

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