return distribution S&p 500 1990 2020 - weekly data

Do I need Bonds in my Portfolio? Understand how Bonds improve the odds of higher returns

June 29, 2020 Banker on Wheels 4

Do you want to buy cheap Equities? Holding Bonds may precisely give you that opportunity through re-balancing. Unless you can put your cash aside for 10+ Years you may want to check how Bond ETFs eg. iShares AGG can increase your returns and reduce risk of high losses.
Here is a simple comparison of 100% S&P 500 Portfolio vs. the most commonly used 60% S&P 500 40% Bonds Portfolio

US Breakeven rates

What to expect from US Treasury Bond ETFs in 2020

May 20, 2020 Banker on Wheels 2

If you had Treasury ETFs in your portfolio going into 2020, well done! The YTD Returns range from low single digits for Short Term US Treasury ETF to over 30% for long term treasury bond ETF and have performed remarkably well during the Coronavirus Bear Market. However, the current situation is somewhat asymmetric. Read what are the risks.

ALL WEATHER STRATEGY FOR COVID-19 MARKET

COVID-19: Bear Market 100% S&P 500 Investment Strategy

April 18, 2020 Banker on Wheels 2

I don’t mind if Stocks crash because my investment strategy will generate higher returns. Could you lock-in high returns in a Bear Market? More importantly, can it be done so that you don’t have to predict which way the market will go this year? Without diversification and only investing in Stocks? Here is an example of how it works.

Investigate buybacks before investing

April 8, 2020 Banker on Wheels 2

Buyback companies underperformed YTD – while S&P 500 is down 16%, the S&P buyback Index is down 30%. Investigate the highly uneven distribution effects and consider this before investing in those sectors and companies.