Investments

Bonds Part 6 – Convertible Bonds

Convertible bonds have been issued and traded since the 1800s; recognizing their unique value and properties, we have always included them in client portfolios. Their historical return has been close to the S&P 500 with only 65% of the risk.

The Investor’s Dilemma

Most individual investors’ portfolios include only two asset classes: public domestic equities and bonds, the “risky” and “safe” asset classes, respectively. This traditional portfolio (colloquially referred to as the “60 / 40” reflecting a typical allocation to equities and bonds) did not perform well from 2000 – 2010 but did well over the most recent ten years from 2011 – 2021. 

Bonds Part 5: Reinsurance Bonds

Reinsurance bonds also called Catastrophe bonds are a unique asset class, one whose performance has little relationship to the bond and stock market hence their unique value. Here we explain what reinsurance bonds are, how we can invest in them and what value they add to a diversified portfolio.

Atlas – Our Portfolio Development Process

Our process at Atlas is different from most firms in the video accompanying this blog we were asked some specific questions about our process.

All About Bonds Chapter 3: Municipals :

Municipal bonds are generally tax free as we mentioned in the first couple of parts to this series. There are taxable municipal bonds, but we will leave a discussion of those for another section.

pile of money to represent inflation

Inflation? What Inflation?

Laura and Steve discuss inflation, some economic theories and what assets we have in portfolios to counter inflation.

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