when is a t-bond a stock?
TRANSCRIPT
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When is a T-Bond a Stock?
Never, but you could be confused by looking at your brokerage statement.
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Bond ETFs and closed-end bond funds are simply portfolios of individual bonds.
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Check your brokerage statement.
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I bet that you will find these securities under the heading “Stocks” or “Equities.”
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One more thing…
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You will rarely find time-weighted returns on brokerage statements.
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Without returns, you don’t really know how your investments are doing.
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Why is pertinent information like investment allocation and performance often so poorly communicated? Brokerages must have this information.
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Perhaps brokerages do not have the incentive to provide this information, but we do.
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Successful Portfolios is an independent Registered Investment
Advisor. We want to share our clients’ investment allocations and
returns with them.
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Our clients hire us to implement and manage their investment
portfolios according to a mutually agreed risk and return mandate.
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To fulfill this mandate, we buy and sell securities in our clients’
brokerage accounts. In turn, clients pay us a percentage of
the assets we manage.
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The better our clients do, the better we do. Incentives are
aligned.
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We believe that it is in the clients’ interest to see...
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How we are investing their money,
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Their monthly, yearly, and from inception total returns,
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and their monthly cash deposits and withdrawals...
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all in one perfectly clear and concise report.
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In this way, the clients can see that we are working for them.
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Please visit us at successfulportfolios.comto check out a sample report.
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We think that you will find it easy on the eyes.