Rieger Report® ETF Face-off: ITM v. MMIT
May 18, 2020
Summary: JR compares contrasts two styles of intermediate municipal bond ETFs, one passive and one actively managed.
Tag: ETF
Rieger Report® ETF Face-off: MUB v MMIN
May 8, 2020
Summary: JR compares contrasts two styles of municipal bond ETFs, one passive and one actively managed.
Rieger Report®: A Passive RO/RO Strategy: PTBD
February 4, 2020
Summary: The Rieger Report® has initiated coverage on the relatively new Pacer TrendPilot® US Bond ETF (PTBD) which is a unique passive risk rotation strategy.
November 2019 Bond ETF Flow Report
December 2, 2019
Summary: Assets move around quite a bit in NAsssets move around quite a bit in Novemberovember.
Rieger Report Muni ETF Model Q1 2019 Rebalancing
December 27, 2018
Summary: JR reaffirms allocations for the Rieger Report Q1 2019 Muni ETF Model Portfolio.
Rieger Report TV: Mutual Fund Performance Persistence, Bad for Bond Funds?
December 19, 2018
Summary:Important data was recently released by S&P Dow Jones Indices on mutual fund performance persistence. JR looks at the fixed income fund data and it is stunningly bad for bond funds.
Date of production: December 19, 2018
… More Rieger Report TV: Mutual Fund Performance Persistence, Bad for Bond Funds?
Rieger Report TV: HY Model Portfolio December 2018
December 10, 2018
Summary: In these times of market volatility JR introduces the Rieger Report High Yield ETF model portfolio allocations for the first quarter of 2019.
Date of production: December 10, 2018
Municipal Bond ETF Model Portfolio 4th Quarter Rebalance
September 21, 2018
Summary: JR rebalances the Rieger Report Municipal ETF Model Portfolio as rates begin to rise taking advantage of high relative yields in shorter duration high yield municipal bonds.
… More Municipal Bond ETF Model Portfolio 4th Quarter Rebalance
ETFs: Municipal Bonds vs. Corporate Bonds
August 6, 2018
Summary: JR analyses the characteristics of the larger ETFs in the municipal and corporate bond markets. Key findings are that muni ETFs tend to have higher quality and shorter duration than US corporate bond ETFs.
Municipal Bond ETF Model Portfolio Rebalance
June 29, 2018
Summary: JR introduces his municipal bond ETF model portfolio leveraging the larger exchange traded funds to efficiently gain exposure to the muni market.
