Licence to Yield – The Definitive Guide To Bond Index Investing

Licence to Yield – The Definitive Guide To Bond Index Investing

Raph Antoine
Share:
Raph Antoine
Share:

PART 1 - INTRODUCTION

This guide is your mission dossier, equipped to be the ultimate – and indeed, final – resource you’ll ever need to master the art of Bond ETFs.

From outlining which bond categories are best for different objectives in “Live and Let Buy”, to explaining why holding bond ETFs is beneficial even when prices dip in “Cash in Not Enough”, we demystify the intricate world of Bond ETFs.

Why Is Our Guide Different?

First, We Design Selection Frameworks

We have been amongst the first in Europe to explain the quirks of Bond ETFs to individual investors. We leverage our Portfolio Management experience to design rigorous methodologies – these cover everything from aligning bond types with your goals, to handpicking the perfect funds for both your short-term missions and long-term quests.

Then, We Select The Best Bond ETFs

We then use these methodologies to select the very best UCITS and non-UCITS ETFs. We take a Long-Term Investor’s Perspective and select ETFs that satisfy our criteria:

  • Reputable
  • Large
  • Established
  • Cheap
  • Available and Liquid 

Click below to jump straight to the shortlist.

Shortlist (Coming Soon)

Finally, We Consider All Audiences

This guide can benefit Bankeronwheels.com’s three core audiences.  We highlight what sections you may find particularly helpful, depending on your profile:

THE GOLDEN RETRIEVER

The Golden Retriever, aka Wise Passive Investor –  A hands-off Investor, typically using a Fund of Funds that includes a Bond component, may benefit from having some background on what affects his portfolio performance. However, most topics in this guide are designed for intermediate or advanced investors.

THE CYCLIST

The Cyclist, aka Semi-Passive DIY Investor –  A DIY Investor willing to customise her portfolio can probably benefit the most from guides. We dive into key Bond Categories, depending on the investor’s time horizon, life situation (accumulation or retirement) or Inflation hedging needs.

THE BANKER

The Banker, aka Evidence-Based Investor – For Advanced Investors, this guide offers insight into more aggressive rebalancing strategies, for example keeping US Bond ETFs unhedged. 

THE GOLDEN RETRIEVER
The Golden Retriever, aka Wise Passive Investor –  A hands-off Investor, typically using a Fund of Funds that includes a Bond component, may benefit from having some background on what affects his portfolio performance. However, most topics in this guide are designed for intermediate or advanced investors.
THE CYCLIST

The Cyclist, aka Semi-Passive DIY Investor –  A DIY Investor willing to customise her portfolio can probably benefit the most from guides. We dive into key Bond Categories, depending on the investor’s time horizon, life situation (accumulation or retirement) or Inflation hedging needs.

THE BANKER

The Banker, aka Evidence-Based Investor – For Advanced Investors, this guide offers insight into more aggressive rebalancing strategies, for example keeping US Bond ETFs unhedged. 

From Bankeronwheels.com
Get Wise The Most Relevant Independent Weekly Insights For Individual Investors In Europe & the UK

Liked the quality of our guides? There is more. Every week we release new guides, tools and compile the best insights from all corners of the web related to investing, early retirement & lifestyle along with exclusive articles, and way more.  Probably the best newsletter for Individual Investors in Europe and the UK. Try it. Feel free to unsubscribe at any time.

🎁 In the first email, you can download a FREE comprehensive 2-page checklist to construct & monitor your portfolio and clean up your personal finances.

❤️🐶 Shop & Support - Celebrate our 4th anniversary! 4️⃣🎂

Spread the Golden Retriever Wisdom Across Europe & the UK 😎

Banker On Wheels is 4 years old! To celebrate our anniversary we have launched the official merchandise store – Shop.Bankeronwheels.com. You can now get your favourite Golden Retriever, or your factor tilt on a coffee mug or a T-Shirt while supporting our cause!  All profits are reinvested into creating more educational content. Alternatively, you can also buy us a coffee. Thank you for all your support ❤️

🐶 Visit our Shop

What's in thIS Guide?

To Access Article click on a title below:

1. Introduction

You are reading this introduction.

This article is golden-retriever (beginner) friendly. 

2. Live and Let Buy: Which Bonds for your objectives?

Discover how different bond types cater to diverse investment goals. Learn about high-quality Government and Aggregate Bond ETFs for long-term stability, the double-edged sword of Inflation Bond ETFs, and the appeal of Investment Grade Corporate Bond ETFs for retirees. Unearth suitable choices for short-term investors and bond types best avoided. This is your quick-start guide to strategic Bond ETF selection. 

3. Cash iS Not enough: Why To hold bond ETFs even though Prices Can Dip.

This chapter will make you grasp 80% of what truly matters in Government Bond ETFs with just 20% of concepts. Gain insights into the power of rebalancing as a long-term investor and understand how duration can influence your returns, especially in a rising yield environment. This chapter will equip you with practical knowledge to choose the right ETF characteristics for your goals.

4. No TIme To Risk: How to Pick A Bond ETF For the Long Term

This chapter is designed to guide you through a comprehensive, five-step process of selecting the ideal ETF for your long-term portfolio. Grasp the importance of assessing your investment time horizon and the benefits of geographical diversification. Navigate the trade-offs between risk and return when considering Aggregate and Government Bond ETFs. We look at COVID-19 market sell-off performance and the relevance of fees. 

5. Currency Royale: Should You Hedge Currencies?

The Art of Currency Hedging in Bond ETFs is your golden ticket to navigating the tumultuous world of foreign exchange. This chapter unravels the intricacies of currency hedging as a safeguard for both short-term and long-term investors. Uncover why hedging is an essential part of portfolio stability, but also why some seasoned investors choose to forego it for a chance at greater rebalancing potential. 

6. Inflation Another Day: How To Pick an Inflation-Linked Bond ETF

[Coming Soon – Subscribe 📧 to get posted when it’s available]

7. Best Government & Aggregate Bond ETFs

[Coming Soon – Subscribe 📧 to get posted when it’s available]

PART 2 - Live and Let Buy: Which Bonds for your objectives?
Thank you for reading.
Good Luck and Keep’em* Rolling!

(* Wheels & Dividends)

LATEST ARTICLES

HELP US

🙋 Wondering why finding honest Investing Guidance is so difficult? That’s because running an independent website like ours is very hard work. If You Found Value In Our Content And Wish To Support Our Mission To Help Others, Consider:

DISCLAIMER

All information found here, including any ideas, opinions, views, predictions expressed or implied herein, are for informational, entertainment or educational purposes only and do not constitute financial advice. Consider the appropriateness of the information having regard to your objectives, financial situation and needs, and seek professional advice where appropriate. Read our full terms and conditions.