Seeking Alpha

John Gerard Lewis

 
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  • Busting Myths About Individual Bonds
    Thu, Dec. 18 3 Comments

    Summary

    • In today’s environment an unfixed maturity date, characteristic of bond funds, is a bond investor’s greatest enemy.
    • Assuming no default, an individual-bond investor knows how much his bond will be worth at a fixed date in the future. That is not true of bond funds.
    • A prudent investor can ladder bond maturities so that tax-loss swaps are unnecessary.
  • How To Solve Your Bond Fund Problem
    Thu, Oct. 30 AGG, BOND, BND 7 Comments

    Summary

    • The Fed’s low-rate policy has left retirees gasping.
    • Mutual funds, exchange-traded funds and closed-end funds, the diversified vehicles used by most investors to invest in bonds, are susceptible to declining values as interest rates rise.
    • Invest in individual, investment-grade corporate bonds.
  • The Fool-Your-Friends Income Portfolio
    Thu, Jul. 24 BSJG, BSJH, BSJI 27 Comments

    Summary

    • Pundits have been saying that the Fed will hold interest rates down until sometime in 2015.
    • Keeping maturities short keeps your yield short too.
    • You can create a bond ladder using ETFs.
  • How To Invest In Limbo
    Wed, May. 28 BKLN, BSJE, BSJF 5 Comments

    Summary

    • Economic indicators are currently a mixed bag.
    • "Exceptionally low" returns are forecast.
    • There are still beneficial ways to invest.
  • How To Earn More On Your Cash Reserves
    Fri, Feb. 21 VCSH, BKLN, BSCE 31 Comments
  • Err On The Side Of Caution In 2014
    Sun, Jan. 26 VTI, SPY 5 Comments
  • Get Better Investment Income In 2014
    Fri, Jan. 17 BKLN, BSJF, BSJE 19 Comments
  • DEE-Fense, DEE-Fense, DEE-Fense
    Dec. 17, 2013 BKLN, BSJE 5 Comments
  • Bank Loan Funds Needn't Be A Speculative Choice
    Nov. 11, 2013 BKLN, HYG, JNK 2 Comments
  • Investing Irrespective Of 'Tapirus Bernankis'
    Oct. 9, 2013 BSJE 2 Comments
  • Time To Be The Lesser Fool
    Aug. 27, 2013 BSJE, SPY, DIA 2 Comments
  • An Income Portfolio That Doesn't Stink
    Jul. 19, 2013 BSJE, BBN, PFN 44 Comments
  • Why Today's Low Bond Yields Aren't So Bad
    Jun. 27, 2013 IEF, DBL, PFN 3 Comments
  • Buffett's Dangerous Advice About Bonds
    May. 27, 2013 VCSH, SCPB, DBL 33 Comments
  • Where Will You Be When The Party's Over?
    Apr. 14, 2013 SPY, MO, GLD 21 Comments
  • When Comparing Funds, Life Begins At Inception
    Mar. 25, 2013 DIA, SPY, QQQ 1 Comment
  • Why You Should Turn Off 'Risk On'
    Feb. 25, 2013 AGG 2 Comments
  • Agency mREITs May Have Found A Bottom
    Jan. 31, 2013 AGNC, CYS, CMO 12 Comments
  • 2013: Are You Betting On The Fed, Or The Economy?
    Jan. 10, 2013 MUE, NUV, KTF 1 Comment
  • Junk Up Your Portfolio (But Just A Little)
    Dec. 14, 2012 Comment!
  • If You've Won The Game, Stop Playing
    Nov. 14, 2012 VCSH, VTIP 18 Comments
  • Mortgage REITs Should Be Analyzed Over Time
    Oct. 24, 2012 AGNC, CYS, CMO 7 Comments
  • Follow Buffett Into Newspapers? Think Again
    Editors' Pick • Oct. 9, 2012 MEG, BRK.A, BRK.B 11 Comments
  • A Portfolio For The New Normal
    Sep. 12, 2012 AGNC, CYS, NLY 1 Comment
  • How To Adjust To The 'New Normal'
    Aug. 30, 2012 3 Comments
  • How I'm Pruning My mREIT Portfolio
    Aug. 16, 2012 AGNC, ANH, CYS 9 Comments
  • Maybe It Really Is Different This Time
    Aug. 3, 2012 AGNC, CYS, CMO 8 Comments
  • Young Investors: Buy Bonds Now, Stocks Later
    Jul. 24, 2012 14 Comments
  • Successful Professional, Lousy Investor
    Jul. 11, 2012 38 Comments
  • Management Teams Direct The Fate Of mREITs
    Jul. 5, 2012 AGNC, NLY, ANH 10 Comments
  • Paying Off Your Mortgage Is AAA+ Investment
    Jun. 22, 2012 MBB, MBG, XHB 66 Comments
  • In Defense Of My Boomer Portfolio
    Jun. 1, 2012 3 Comments