Rising Interest Rates Make Bond Ladder ETFs More Appealing

Investing Insights

English - November 18, 2022 10:00 - 20 minutes - 18.5 MB - ★★★★ - 379 ratings
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In today’s episode, Saraja Samant, a manager research analyst for Morningstar Research Services, explains how investing in defined-maturity ETFs can help grow wealth in a rising interest-rate environment.

00:05 Introduction

00:43 Disney Loses Some Magic as 2022 Ends

01:37 Roblox Has Mixed Messages in Q3

02:37 Lyft’s Ride to Disappointment

04:05 What’s a Traditional Bond Ladder and How Does It Work?

04:42 Advantages and Disadvantages of Building a Bond Ladder With Individual Bonds?

06:21 What Makes Defined-Maturity ETFs Different?

07:58 What are Some of the Risks With Bond Ladder ETFs?

09:17 How Do the Costs Compare Between Building a Bond Ladder Using traditional Bonds Versus Building One Using Bond ETFs?

10:04 If an Investor Wants to Build a Bond Ladder ETF, How would they start?

11:11 Is It Too Late to Inflation-Proof Your Portfolio?

Read about topics from this episode.