I like your discussion of FALN and agree with it. I just started a subscription and so far so good. A couple questions. First is a transcript of the talk available or a link to the charts? I prefer to read and reread to get it all. Second where may I get data on duration for various ETFs? I have never found a good source but obviously one needs to track it. Third I wonder if you are considering term high yield ETFs such as IBHH and the other ETFs in the series. I have been following a couple of those for almost a year and I would like to know what you think of them. It seems each ETF would have declining duration as the ETF gets closer to the expiration date, lowering the potential risk. Thanks for your attention.
Yes, a link to the transcript of the video is available. If you go the the section just under the title of the video, you should see a grey line and just under that a line of icons allowing you to "like" the post (always appreciated), restack, etc. On that same line over to the right-hand margin there should be a button to allow you to download the transcript. I believe it's AI-generated, so it's not perfect but it's usually decent. Let me know if that link isn't there and I'll try to download and post the transcript.
As for the charts, I updated the post with a link that will allow you to download a copy of the charts I used as a PDF file. I'll try to remember to do that for future videos as well -- I always have trouble seeing the detail of charts in videos, which is annoying, so I think this is a useful feature.
Yes, I do follow the term ETFs which track bonds of various types with a fixed maturity date (i.e. 2030) rather than a range of maturities (ie short-term, intermediate-term and long-term). I would consider recommending them in certain market environments, it's just that to date I've generally been more focused on picking a part of the curve rather than a specific year.
However, yes, you are right. By definition as time passes an ETF that tracks only bonds maturing in a specific calendar year would see its duration decline.
I don't know of any single convenient source of data for duration on all of the ETFs. You can download that data using an institutional grade service like Bloomberg. For most fixed income ETFs you can find the duration on the ETF website such as ishares.com. I believe Morningstar also provides data on duration for at least some of the ETFs.
One trick or shortcut I've found useful for getting quick duration data on a handful of ETFs is to use one of the AI tools like Google Gemini. You can just ask it to provide you with the effective duration for a list of ticker symbols and it'll go out on the web, find the data on the individual ETF websites and then list them right in the chat.
I would caution that these AI tools do make mistakes and I always verify with original sources before using the data to create a chart, table, or to back up a recommendation. However, when I'm tearing through a list of symbols to do my first pass at research, I like to get an idea of the duration, yield, distribution frequency, etc then these AI tools can speed up the process.
I like your discussion of FALN and agree with it. I just started a subscription and so far so good. A couple questions. First is a transcript of the talk available or a link to the charts? I prefer to read and reread to get it all. Second where may I get data on duration for various ETFs? I have never found a good source but obviously one needs to track it. Third I wonder if you are considering term high yield ETFs such as IBHH and the other ETFs in the series. I have been following a couple of those for almost a year and I would like to know what you think of them. It seems each ETF would have declining duration as the ETF gets closer to the expiration date, lowering the potential risk. Thanks for your attention.
Jim OConnor
Thanks for reading and subscribing.
Yes, a link to the transcript of the video is available. If you go the the section just under the title of the video, you should see a grey line and just under that a line of icons allowing you to "like" the post (always appreciated), restack, etc. On that same line over to the right-hand margin there should be a button to allow you to download the transcript. I believe it's AI-generated, so it's not perfect but it's usually decent. Let me know if that link isn't there and I'll try to download and post the transcript.
As for the charts, I updated the post with a link that will allow you to download a copy of the charts I used as a PDF file. I'll try to remember to do that for future videos as well -- I always have trouble seeing the detail of charts in videos, which is annoying, so I think this is a useful feature.
Yes, I do follow the term ETFs which track bonds of various types with a fixed maturity date (i.e. 2030) rather than a range of maturities (ie short-term, intermediate-term and long-term). I would consider recommending them in certain market environments, it's just that to date I've generally been more focused on picking a part of the curve rather than a specific year.
However, yes, you are right. By definition as time passes an ETF that tracks only bonds maturing in a specific calendar year would see its duration decline.
I don't know of any single convenient source of data for duration on all of the ETFs. You can download that data using an institutional grade service like Bloomberg. For most fixed income ETFs you can find the duration on the ETF website such as ishares.com. I believe Morningstar also provides data on duration for at least some of the ETFs.
One trick or shortcut I've found useful for getting quick duration data on a handful of ETFs is to use one of the AI tools like Google Gemini. You can just ask it to provide you with the effective duration for a list of ticker symbols and it'll go out on the web, find the data on the individual ETF websites and then list them right in the chat.
I would caution that these AI tools do make mistakes and I always verify with original sources before using the data to create a chart, table, or to back up a recommendation. However, when I'm tearing through a list of symbols to do my first pass at research, I like to get an idea of the duration, yield, distribution frequency, etc then these AI tools can speed up the process.