Format:
1 Online-Ressource (291 Seiten)
Edition:
2nd ed
ISBN:
9781394200986
Note:
Description based on publisher supplied metadata and other sources
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Intro -- Title Page -- Copyright Page -- Table of Contents -- Introduction -- About This Book -- Foolish Assumptions -- Icons Used in This Book -- Where to Go from Here -- Part 1 Getting Started with Bond Investing -- Chapter 1 Focusing on Bond Fundamentals -- Understanding What Makes a Bond a Bond -- Choosing your time frame -- Picking who you trust to hold your money -- Distinguishing bonds, stocks, and cryptocurrencies -- Why Hold Bonds? (Spoiler Alert: It Isn't to Make You Rich) -- Identifying the best reason to buy bonds: Diversification -- Going for the cash -- Introducing the Major Players in the Bond Market -- Supporting your Uncle Sam with Treasury bonds -- Collecting corporate debt -- Demystifying government and government-like agencies -- Going cosmopolitan with municipal bonds -- Buying Solo or Buying in Bulk -- Picking and choosing individual bonds -- Going with a bond fund or funds -- The Triumphs and Failures of Fixed-Income Investing -- Beating inflation, but not by very much -- Providing help in times of distress -- Realizing How Crucial Bonds Are Today -- Viewing Recent Developments, Largely for the Better -- Chapter 2 Investigating Interest -- Calculating Rates of Return: A Tricky Business -- Cutting deals -- Changing hands -- Embracing the complexity -- Conducting Research to Judge the Desirability of a Bond -- Level one: Getting the basic information -- Face value -- Coupon rate -- Sale price -- Purpose -- Level two: Finding out intimate details -- Ratings: Separating quality from junk -- Insurance -- Maturity -- Callability -- Taxes -- Level three: Examining the neighborhood -- Prevailing interest rates -- The rate of inflation -- Forces of supply and demand -- Understanding (and Misunderstanding) Yield -- Coupon yield -- Current yield -- Yield to maturity -- Yield to call -- Worst-case basis yield -- The 30-day SEC yield
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Appreciating Total Return (This Is What Matters Most!) -- Figuring in capital gains and losses -- Factoring in reinvestment rates of return -- Allowing for inflation adjustments -- Weighing pretax versus posttax -- Measuring the Volatility of Your Bonds -- Time frame matters -- Quality counts -- The coupon rate matters, too -- Foreign bonds, added risk -- Revisiting the Bonds of Babylonia -- Chapter 3 Surveying Types of Bonds -- Investing with Uncle Sam -- Savings bonds -- EE bonds -- I bonds -- Treasury bills, notes, and bonds -- Treasury inflation-protected securities -- Getting Down to Business: Corporate Bonds -- Comparing corporate bonds to Treasurys -- The crucial credit ratings -- Special considerations for investing in corporate debt -- Calculating callability -- Coveting convertibility -- Reversing convertibility - imagine that -- Appreciating high yield for what it is -- Powerful and a Tad Mysterious: Agency Bonds -- Identifying the bond issuers -- Sizing up the government's actual commitment -- Eyeing default risks, yields, markups, and more -- Weighing taxation matters -- Banking Your Money on Other People's Mortgages -- Bathing in the mortgage pool -- Deciding whether to invest in the housing market -- (Practically) Tax-Free: Municipal Bonds -- Sizing up the muni market -- Comparing and contrasting munis with other bonds -- Delighting in diversification -- Choosing from a vast array of possibilities -- International Bonds and Other Seemingly Exotic Offerings -- Developed-world bonds -- The bonds of emerging-market nations -- Bond Investing with a Conscience -- Having faith in church bonds -- Adhering to Islamic law: Introducing sukuk -- Sustainability-linked bonds -- Part 2 Exploring the Bond Marketplace -- Chapter 4 Diving (Carefully!) into Individual Bonds -- Navigating Today's Individual Bond Market -- Getting some transparency
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Ushering in a new beginning -- Dealing with Brokers and Other Financial Professionals -- Identifying the role of the dealer -- Knowing whether you need a broker or agent at all -- Selecting the right broker or agent -- Checking the dealer's numbers -- Hiring a financial planner -- Doing It Yourself Online -- If you're looking to buy -- If you're looking to sell -- Perfecting the Art of Laddering -- Protecting you from interest rate flux -- Tinkering with your time frame -- Chapter 5 Selecting Bond Funds Wisely -- Defining the Basic Kinds of Funds -- A multitude of mutual funds -- Exchange-traded funds -- Closed-end funds -- Unit investment trusts -- Knowing What Matters Most in Choosing Any Sort of Bond Fund -- Selecting your fund based on its components -- Pruning out underperformers -- Laying down the law on loads -- Sniffing out false promises -- Checking Out My Picks for Some of the Best Bond Funds -- Short-term, high-quality bond funds -- Fidelity Short-Term Treasury Bond Index Fund (FUMBX) -- Vanguard Short-Term Bond ETF (BSV) -- Vanguard Short-Term Investment-Grade (VFSTX) -- iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) -- Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) -- Intermediate-term Treasury bond funds -- iShares 7-10 Year Treasury Bond Fund (IEF) -- Schwab U.S. TIPS ETF (SCHP) -- Vanguard Intermediate-Term Treasury Fund Investor Class (VFITX) -- (Mostly) high-quality corporate bond funds -- iShares iBoxx Investment Grade Corporate Bond Fund (LQD) -- Vanguard Intermediate-Term Corporate Bond ETF -- Corporate high-yield funds -- iShares Fallen Angels USD Bond ETF (FALN) -- iShares iBoxx High-Yield Corporate Bond Fund (HYG) -- Vanguard High-Yield Corporate Fund (VWEXH) -- Agency bond funds -- Vanguard GNMA Fund (VFIIX) -- Vanguard Mortgage-Backed Securities ETF (VMBS) -- Municipal bond funds
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Fidelity Tax-Free Bond (FTABX) -- Vanguard High-Yield Tax-Exempt (VWAHX) -- Vanguard Tax-Exempt Bond Index Fund Admiral Shares -- Taxable muni bonds -- Invesco Taxable Municipal Bond ETF (BAB) -- Global and international bond funds -- Vanguard Total International Bond Index Fund (BNDX) -- VanEck Green Bond ETF (GRNB) -- Emerging-market bond funds -- Fidelity New Markets Income Fund (FNMIX) -- Vanguard Emerging Markets Government Bond ETF (VWOB) -- All-in-one bond funds -- Dodge & -- Cox Income (DODIX) -- Fidelity Sustainability Bond Index Fund (FNDSX) -- Mellon Core Bond ETF (BKAG) -- Vanguard Total Bond Market ETF (BND) -- Instant-ladder, defined-maturity bond funds -- iShares iBonds -- All-in-one bond and stock funds -- Invesco Bulletshares -- iShares Moderate Allocation ETF (AOM) -- Vanguard STAR Fund (VGSTX) -- Target-date funds -- Fidelity Freedom Index (2030, 2035, 2040, and so on) -- Vanguard Target Retirement Funds (2030, 2035, 2040, and so on) -- Chapter 6 Fulfilling Your Need for Steady Cash -- Reaping the Rewards of Your Investments -- Aiming for freedom -- Estimating your target portfolio -- Lining up your bucks -- Finding Interesting Sources of Interest -- Certificates of deposit -- Mining the many money-market funds -- Banking on online savings accounts -- Considering the predictability of an annuity -- Hocking your home with a reverse mortgage -- Recognizing That Stocks Can Be Cash Cows, Too -- Focusing on stocks with socko dividends -- Realizing gain with real estate investment trusts -- Taking a middle ground with preferred stock -- Seeing a Better Way to Create Cash Flow: Portfolio Rebalancing -- Buying low and selling high -- Rolling bond interest back in -- Dealing with realities -- Chapter 7 Aiming for Financial Security in Old Age -- Grasping the Risk of Being Too Conservative -- Considering an aggressive approach
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Easing back toward your comfort zone -- Setting your default at 60/40 -- Allowing for adjustments to suit the times -- Choosing my own and your ultimate ratio -- Calculating How Much You Can Safely Tap -- Revisiting risk, return, and realistic expectations -- Basing your retirement on clear thinking -- Making the Most of Uncle Sam's Gifts -- Minimizing income is the name of the game -- Lowering your tax bracket through smart withdrawals -- Part 3 Customizing Your Bond Portfolio -- Chapter 8 Building Your Portfolio's Foundation -- Focusing on Your Objectives -- Deciding what you want to be when you grow up -- Picturing your future nest egg -- Understanding the Rule of 20 (preferably 25) -- Choosing your investment style -- Making Your Savings and Investment Selections -- Saving your money in safety -- Investing your money with an eye toward growth -- Understanding Five Major Investment Principles -- Risk and return are two sides of the same coin -- Financial markets are largely efficient -- Diversification is about the only free lunch you'll ever get -- Reversion to the mean - it means something -- Investment costs matter - a lot! -- Chapter 9 Considering Return, Risk, and Realism -- Searching for the Elusive Free Lunch -- Making a killing in CDs . . . yeah, right -- Defining risk and return -- Appreciating Bonds' Risk Characteristics -- Interest rate risk -- Inflation risk -- Reinvestment risk -- Default risk -- Downgrade risk -- Tax risk -- Fear-of-missing-out (FOMO) risk -- Reckoning on the Return You'll Most Likely See -- Calculating fixed-income returns: Easier said than done -- Looking back at history: An imperfect but useful guide -- Investing in bonds despite their lackluster returns -- Finding Your Risk-Return Sweet Spot -- Chapter 10 Slicing the Pie: Determining How Much Should Be in Bonds
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Seeing Why the Bond Percentage Question Isn't as Simple as Pie
Additional Edition:
Erscheint auch als Druck-Ausgabe Wild, Russell Investing in Bonds for Dummies Newark : John Wiley & Sons, Incorporated,c2023 ISBN 9781394200979
Language:
English
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