Income Investing: How to Get High Yield in a Low-Rate Environment
Marvin Appel, Signalert Asset Management LLC, President
Despite some increase in long-term interest rates in 2021, they remain near all-time lows. As a result, traditional safe, income-producing investments such as investment-grade bonds or bank CDs no longer pay enough to meet most investors’ needs. Even conservative investors are forced to take on risk just to achieve what were historically modest returns. Marvin Appel, president, Signalert Asset Management LLC, will teach you a strategy to achieve higher yields, manage risks and reduce taxes.
6 Chapters • 1:49:12 Duration
Part 1: The Current Bond Market Landscape
- Record-low yields
- The threat of inflation
- Bonds and stocks no longer hedge each other
Part 2: Introduction to High-Yield Bonds
- Definition of terms
- Why investing in them?
- Risks and rewards
Part 3: Bond-Fund Portfolio for Long-Term Holding
- Different bond categories
- Things to consider: duration, inflation, default risk, global
- Specific picks
Part 4: Tactical Fixed-Income Strategy to Take Advantage of Higher Yields
- Corporate high-yield bond fund trading
- Corporate floating-rate bond fund trading
Part 5: Covered-Call Writing
- Which ETFs should you use?
- Historical returns and risks
- When covered-call writing is expected to outperform the stock market
Part 6: Manage Your Taxes with High-Yielding Investments
- Municipal high-yield bond-fund trading
- Use cash-settled index options for covered-call writing or for long exposure
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Marvin Appel is president of Signalert Asset Management in Great Neck, NY, which manages $210 million in client assets in mutual funds, exchange-traded funds, and individual stocks and bonds using technical analysis and active asset allocation strategies. Dr. Appel is also the editor of Systems and Forecasts, a highly regarded newsletter on technical analysis that his father, Gerald Appel, started in 1973. His books include Higher Returns from Safe Investments: Using Bonds, Stocks and Options to Generate Lifetime Income (Prentice-Hall, 2010) and Investing with Exchange-Traded Funds Made Easy. Mr. Appel earned a PhD in Biomedical Engineering from Harvard University and is a member of the investmenet committee of the Northwell Heath System and the advisory board of the Hospice Care Network.
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