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Financial Planning Question – Bonds

 

Q: This morning on your radio show you were talking about bonds. I have a question…should I buy/sell/hold HYV, WEA, or AGD? All have good yields..but, keeping in mind the bond scenario what would you say? AGD is a Reit. Thanks in advance for your input…I enjoy your show!

A: Unfortunately, without knowing your situation, risk tolerance, return expectations, etc., more completely, we cannot answer this question specifically for you. Regarding closed end funds specifically, we encourage you to do proper research and due diligence about each of the issues. It is very important to understand what the underlying securities are, the premium/discount level as well as the relative value of the premium/discount, the UNII balance to help cushion shortfalls in earned income, and the distribution payout ratio to understand the consistency of the funds’ dividends. These issues among others are important to know when determining whether a closed end fund is over or under valued.


 

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