PGX News and Press, Invesco Preferred From 08/03/20

Introduction I published a version of this article twice previously, the first in early 2016 and the second in the fall of 2017. Over time, the options for stashing a pile of cash and getting a decent return have become fewer. Today, the options are truly slim. This is one of those times w...

An investment in knowledge pays the best interest. - Benjamin Franklin The volatility in stock markets may not suit the appetite of many investors, and the low interest rates make debt instruments less attractive. For investors looking to strike a balance between these two asset classes, I...

Investment Thesis Just under a year ago, I wrote two articles for Seeking Alpha in which I examined six of the most popular preferred stock ETFs. In the first of those articles , I took a look at the Invesco Preferred Portfolio ETF ( PGX ), the iShares Preferred and Income Securities ETF ...

Investment Thesis In the summer of 2019, I wrote two articles for Seeking Alpha in which I examined six of the most popular preferred stock ETFs. In the first of those articles , I took a look at the Invesco Preferred Portfolio ETF ( PGX ), the iShares U.S. Preferred ETF (NYSE: PFF ), an...

Co-produced with Beyond Saving Fear, uncertainty, and doubt. You might not be able to find toilet paper on the shelves of your local grocer. But pretty much everywhere you look, you can find fear, uncertainty, and doubt. On the local news, on Facebook, in casual conversations, and here o...

Is now the time to buy? For the last year or so we have attempted to invest conservatively, focusing on U.S. Treasury and Agency securities, as well as very high credit quality securities in corporate bonds and asset-backed securities. We tried to stay on the sidelines of risk as much as ...

Introduction Wow! What a difference a month makes. A month ago the markets were healthy and happy and investors were struggling to find fair valuations in order to put additional funds to work. Today it seems that everything equity based is in the toilet with many equities seemingly circli...

Investment Thesis Last July, I wrote two articles for Seeking Alpha in which I examined six of the most popular preferred stock ETFs. In the first of those articles , I considered the Invesco Preferred Portfolio ETF ( PGX ) alongside two of its competitors. In response to a lively discus...

Nobody has ever just flat out asked me "hey IP, why don't you own many ETFs or mutual funds?" Oh, I really wish they would. For I do so yearn to finally step out from behind the curtain and unburden myself of the sober truth, which is that I simply can't afford most ETFs and mutual funds. ...

Introduction One of the first subscribers of Macro Trading Factory ("MTF") has approached me a day or two after we've published the initial allocations for the Funds Macro Portfolio ("FMP"), expressing his surprise that we have very little exposure to bonds on the portfolio. Valid questi...