Friday Reading: Predicting Bond Fund Returns

By Harry Sit

Happy New Year everyone! Here are some great articles I read in the short holiday week.

Small Cap Premium Or Liquidity Premium by Michael at Long-Term Returns

Michael elaborates on the theory that the small cap premium observed in the past was largely due to illiquidity. Now that small caps are more liquid, the premium would also go away. Maybe.

***

Predicting Bond Fund Returns: Yield or Past Performance? by Michael Piper at Oblivious Investor

Be very careful about the past performance of bond funds in the last 30 years. You can’t count on the boost from declining interest rates.

***

3 financial predictions for 2013 by Allan Roth at CBS MoneyWatch

Speaking of predicting bond fund returns, Allan Roth predicted with a 90% probability that bonds will earn below their historical average.

***

How to avoid selling stocks at the wrong time by Larry Swedroe at CBS MoneyWatch

By buying more when they are down!

***

Why I Bought A Group Disability Insurance Policy at The White Coat Investor

I have a group disability insurance policy too. I “bought” it by letting my employer provide it to me as part of my total compensation. Although the policy isn’t perfect, the price is right.

***

To Give or Not to Give? A Personal Finance Expert Weighs in on the Holiday Madness by Matthew Amster-Burton at MintLife

I think it’s a lost cause to change the culture of gift giving. I agree directing it more to charity would make more sense.

2.2% Rewards Card $444 Bonus

Earn 2.2% toward travel on all purchases with Barclaycard Arrival World MasterCard. No caps and no foreign transaction fees. 40,000 bonus points if you make $1,000 or more in purchases in the first 90 days. $89 annual fee waived in the first year (40,000 bonus miles pay for 5 more years after that). Learn More

Software picked, likely related posts:

Posted on December 28, 2012 under News. Keywords: , , , .

Leave a comment

Comments

One Comment on Friday Reading: Predicting Bond Fund Returns

  1. Brett @ wstreetstocks on January 1, 2013
     

    Great articles, I really enjoyed them. I liked the link to the bond funds. Although I perfer to invest in bonds directly rather than in bond funds. Have a great new year.

Tell me what you're thinking, but please don't spam. See comments moderation policy.