Analyzing ETF Returns and Exploring Yield Lock-In Strategies

Discussion on ETF's return expectations, sponsor messages, and investing in bullet ETFs for higher yields.

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Episode notes

With cash yields expected to fall, here's how you can keep your portfolio income elevated by purchasing longer-term individual bonds and bullet ETFs

Topics covered include:

How future short-term interest rates, inflation expectations, and term premiums impact long-term interest rates
How each of those rate drivers contributed to the close to 1% drop in interest rates in the past three months
How yield to maturity is our guide to locking in a fixed return using individual bonds or bullet ETFs
How bullet ETFs work and what are some examples
What are callable bonds and how to analyze them
How to analyze municipal bonds
Why we might want to lock in higher yields today

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Show Notes

Investments Mentioned

Vanguard Total Bond Market ETF (BND)