A Low-Cost Global Growth & Income ETF Portfolio

At Successful Portfolios, we recently created a low-cost Global Growth & Income Model Portfolio. A breakdown of the portfolio can be found here. Our model holds five strategically selected Exchange Traded Funds (ETFs). Each ETF is available for commission-free trading through Schwab ETF OneSource. Our selected ETFs are as follows:

What are S&P Bond Ratings?

Standard and Poor's (S&P) rates the creditworthiness of thousands of corporate and governmental bond issuers as does Moody's and Fitch. Credit ratings, ratings outlooks and ratings changes are a huge influence on bond prices. It is important to recognize that credit ratings represent only the opinion of the issuing rating agency and that those opinions can sometimes prove to be wrong......

Interactive Brokers (IB) Investor Presentation

Interactive Brokers (IB) latest Investor Presentation is worthwhile reading for investors, clients and prospective clients. It clearly and concisely conveys IB’s compelling value proposition. Successful Portfolios uses and recommends IB for client asset custody and brokerage services. See presentation slide excerpt below. Award Winning Industry Leadership - Slide 9 - Click to enlarge.

What’s to like about Closed End Funds (CEFs)?

Unlike ETFs, Closed End Funds generally have no preset process or mechanism for creation and redemption of shares. Instead, when an investor wants to buy or sell he must do so in the open market. As a result CEFs often trade at a discount to net asset value. A substantial discount can represent a favorable opportunity to invest.