iShares 1-5 yr Ladder Corp Bond ETF

CBO-T

Analysis and Opinions about CBO-T

Signal
Opinion
Expert
COMMENT
COMMENT
January 11, 2013

One of the reasons he hasn’t talked about bonds or recommended them is that because some day rates will go up and this will hurt all bond products including laddered products. A lot of what you are doing on the bond side is playing defence. What you have to do is stay on the short end of the curve, 5 years or less.

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One of the reasons he hasn’t talked about bonds or recommended them is that because some day rates will go up and this will hurt all bond products including laddered products. A lot of what you are doing on the bond side is playing defence. What you have to do is stay on the short end of the curve, 5 years or less.

COMMENT
COMMENT
December 24, 2012

Laddered, short term bond portfolio. Not a lot of risk short time. You could look at real return bonds if you are concerned about inflation next year, which he is not. XSB-T (is the one he owns) is similar to CBO-T and XRB-T is real return bonds.

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Laddered, short term bond portfolio. Not a lot of risk short time. You could look at real return bonds if you are concerned about inflation next year, which he is not. XSB-T (is the one he owns) is similar to CBO-T and XRB-T is real return bonds.

BUY
BUY
October 26, 2012

Income stuff and a good choice. No problem at all. 1-5 year laddered. Always take a look on the web site for the yield to maturity. You get a return somewhere between the quoted yield and the yield to maturity.

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Income stuff and a good choice. No problem at all. 1-5 year laddered. Always take a look on the web site for the yield to maturity. You get a return somewhere between the quoted yield and the yield to maturity.

PAST TOP PICK
PAST TOP PICK
October 19, 2012

(A Top Pick Oct 21. Up 4.19%.) Laddered bonds.

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(A Top Pick Oct 21. Up 4.19%.) Laddered bonds.

BUY
BUY
September 19, 2012

This is a short-term, 1 to 5 year corporate bond ETF. Relatively diversified. Sensitivity to interest rates remains high. Good investment.

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This is a short-term, 1 to 5 year corporate bond ETF. Relatively diversified. Sensitivity to interest rates remains high. Good investment.

BUY
BUY
September 13, 2012

This is a good strategy, especially right now. This only holds corporate long term bonds. Some of the value of the ETF will shrink as bonds mature, but a good holding in your portfolio.

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This is a good strategy, especially right now. This only holds corporate long term bonds. Some of the value of the ETF will shrink as bonds mature, but a good holding in your portfolio.

DON'T BUY
DON'T BUY
September 4, 2012

This is relatively stable but he would caution that it is awfully tough to make money in bonds in this environment. In fact, you are playing defence and you might be better off just keeping the money in cash.

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This is relatively stable but he would caution that it is awfully tough to make money in bonds in this environment. In fact, you are playing defence and you might be better off just keeping the money in cash.

COMMENT
COMMENT
August 2, 2012

Is that yield safe for the next 3-5 years? This is a laddered bond ETF. He prefers 1-10 year ladders instead as yield pickup has been very large 5-10 years in the last 20 years and will probably continue to do so. In his opinion, it is better to be in individual bonds as you know exactly when your money is going to be returned to you.

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Is that yield safe for the next 3-5 years? This is a laddered bond ETF. He prefers 1-10 year ladders instead as yield pickup has been very large 5-10 years in the last 20 years and will probably continue to do so. In his opinion, it is better to be in individual bonds as you know exactly when your money is going to be returned to you.

BUY
BUY
July 12, 2012
Investors have to think really hard in how far they want to go in terms of credit quality. Corporates in Canada are at least investment grade as opposed to the stuff in the US which is actual “below investment” grade junk. You’ll get a bit of a yield pick up relative to Government of Canada and sovereign bonds.
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Investors have to think really hard in how far they want to go in terms of credit quality. Corporates in Canada are at least investment grade as opposed to the stuff in the US which is actual “below investment” grade junk. You’ll get a bit of a yield pick up relative to Government of Canada and sovereign bonds.
BUY
BUY
March 26, 2012
If you don’t do active management, it is almost impossible to buy bonds in the retail market. The laddering is interesting as it is the right strategy when yields are going up or down. Corporate is the best kind of laddered bond ETF, which this is.
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If you don’t do active management, it is almost impossible to buy bonds in the retail market. The laddering is interesting as it is the right strategy when yields are going up or down. Corporate is the best kind of laddered bond ETF, which this is.
COMMENT
COMMENT
December 20, 2011
Prefers to others because as a shorter duration and is cheaper.
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Prefers to others because as a shorter duration and is cheaper.
COMMENT
COMMENT
November 4, 2011
1-5 yr Ladder Corp Bond ETF. Likes the idea of laddering. Performs very well over time. Distribution yield is 4% and a underlying yield is in the area of 2%. The 2% differential based on the bonds they are buying are premiums. That's where the market is. That premium will disappear over time so the asset value of the fund will drop over time. Still a great product but you will not stay there forever.
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1-5 yr Ladder Corp Bond ETF. Likes the idea of laddering. Performs very well over time. Distribution yield is 4% and a underlying yield is in the area of 2%. The 2% differential based on the bonds they are buying are premiums. That's where the market is. That premium will disappear over time so the asset value of the fund will drop over time. Still a great product but you will not stay there forever.
TOP PICK
TOP PICK
October 21, 2011
1-5 yr Ladder Corp Bond ETF. Has clients concerned about the stock market and want a bond holding. Not very volatile. Has a monthly payout. Yields 4.6%. Top 10 holdings would include Bank of Montreal, Bank of Nova Scotia, Royal Bank Trust, Toronto Airport, all very solid AAA names.
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1-5 yr Ladder Corp Bond ETF. Has clients concerned about the stock market and want a bond holding. Not very volatile. Has a monthly payout. Yields 4.6%. Top 10 holdings would include Bank of Montreal, Bank of Nova Scotia, Royal Bank Trust, Toronto Airport, all very solid AAA names.
DON'T BUY
DON'T BUY
October 11, 2011
Yield curve is so flat between 2 and 20 years. You don’t get that much yield by going up the ladder. It is hard to get excited about the bond market. If you don’t expect much, credit markets give you more bang for your dollar.
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Yield curve is so flat between 2 and 20 years. You don’t get that much yield by going up the ladder. It is hard to get excited about the bond market. If you don’t expect much, credit markets give you more bang for your dollar.
COMMENT
COMMENT
May 19, 2011
1-5 yr Ladder Corp Bond ETF. The 4.3% advertised by this fund is a trailing return, so he cautions that if yields start increasing, the return will fall. Be very careful and look carefully at what is in this ladder.
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1-5 yr Ladder Corp Bond ETF. The 4.3% advertised by this fund is a trailing return, so he cautions that if yields start increasing, the return will fall. Be very careful and look carefully at what is in this ladder.
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