Summary: Within munis, JR shifts focus from investment grade munis towards high yield munis as we enter Q3 2019.
Summary: JR stands pat on the high yield ETF model portfolio allocations for the 3rd quarter of 2019. Muni allocation remain 60% v. 40% allocation toward corporate junk bonds.
Summary: Munis are rich, what now? JR addresses tactical actions to consider in this risk off environment.
Date of publication: May 24, 2019
Summary: JR examines both long term and tactical exposure to muni bonds in the world of low muni yields and the possibility of rotation into the high yield muni bond market.
Date of podcast: May 23, 2019
Summary: JR discusses the second quarter rebalancing changes for the high yield ETF model portfolio.
Date of production: March 22, 2019
Summary: JR rebalances the Rieger Report High Yield ETF Model Portfolio reducing exposure to corporate junk.
Summary: JR rebalances his municipal bond ETF model, moving more into shorter term high yield.
Summary: JR dives into data on the growing municipal bond ETF market.
Summary: JR reaffirms allocations for the Rieger Report Q1 2019 Muni ETF Model Portfolio.
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