Investing Insights

Rising Interest Rates Make Bond Ladder ETFs More Appealing


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 In today’s episode, Saraja Samant, a manager research analyst for Morningstar Research Services, explains how investing in defined-maturity ETFs can help grow wealth in a rising interest-rate environment.

 

00:05 Introduction  

00:43 Disney Loses Some Magic as 2022 Ends 

01:37 Roblox Has Mixed Messages in Q3 

02:37 Lyft’s Ride to Disappointment  

04:05 What’s a Traditional Bond Ladder and How Does It Work? 

04:42 Advantages and Disadvantages of Building a Bond Ladder With Individual Bonds? 

06:21 What Makes Defined-Maturity ETFs Different?  

07:58 What are Some of the Risks With Bond Ladder ETFs? 

09:17 How Do the Costs Compare Between Building a Bond Ladder Using traditional Bonds Versus Building One Using Bond ETFs? 

10:04 If an Investor Wants to Build a Bond Ladder ETF, How would they start? 

11:11 Is It Too Late to Inflation-Proof Your Portfolio?

 

Read about topics from this episode.  

 

Disney Posts Mixed Earnings With Streaming Subscriber Growth, Record Parks Revenue But Widening Direct to Consumer Losses

Uber, Lyft Drivers Remain as Contractors

Bond Ladder ETFs Can Help Investors Climb Higher

 

An Update on I Bond Yield

 

Your Inflation Toolkit

 

A Down-Market Survival Guide for Your 20s, 30s, and 40s

 

TIPS Versus I Bonds

 

 

What to watch from Morningstar.

Cheap Stocks For You to Consider

What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

Where to Park Your Cash and Find Recession-Resistant Stocks

Markets are Undervalued, and We Highlight Some Cheap Stocks!

We Examine Tesla's Stock and the Risks of a Strong Dollar

 

Read what our team is writing:

Susan Dziubinski

Chritine Benz

Saraja Samant

 

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

Christine Benz on Twitter: @Christine_Benz

Saraja Samant on LinkedIn: https://www.linkedin.com/in/saraja-samant-280993/

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar... 

LinkedIn: https://www.linkedin.com/company/5161/

...more
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