The Rob Berger Show

RBS 063: Bond Alternatives


Listen Later

With inflation and interest rates on the rise, many have asked me about bond alternatives. While I haven't changed my investments, including the bonds funds I own, I do understand the concern over bond funds that have lost money this year.

So in this vide we will first looked at 4 alternatives to a traditional total U.S. bond fund.

Then we'll look at four bond alternatives.

And finally, we'll look at four investments many list as a bond alternative that really aren't a good alternative at all. In this section I should have included covered call ETFs. These are investments that can have a very high yield (8% or more). The problem is they can lose a lot of value, which takes away from the yield. And their risk as measured by standard deviation are often 3x that of a total U.S. bond fund.

Join the newsletter: https://robberger.com/newsletter/?utm...

...more
View all episodesView all episodes
Download on the App Store

The Rob Berger ShowBy Rob Berger

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

174 ratings


More shows like The Rob Berger Show

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

456 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

799 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,321 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

517 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

743 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

535 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

668 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

196 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

614 Listeners

The Long View by Morningstar

The Long View

900 Listeners

Sound Investing by Paul Merriman

Sound Investing

344 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

803 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

149 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

843 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

172 Listeners