Which Bond Funds?

Signalert invests client assets in investment grade, high yield bond and corporate bond funds which hold portfolios of fixed income instruments (such as U.S. Treasuries) of various duration and maturities.

How are Bond Funds Traded?

Proprietary bond trading systems are utilized to manage the size and degree of bond fund exposure. 

Why Bond Funds?
Bond funds balance client portfolios to reduce the risk of equity exposure, produce current income and preserve capital. Fixed-income securities generally increase market exposure with less volatility than equities, and since yields on short term paper are generally high there is a steady income flow.
 

AFG provides investment plans that concentrate in interest-producing securities for clients who prefer fixed income and lower risk.

High performing bond funds are attractive investments in that they package regular interest payments as part of ongoing dividend streams.


Although the company does not generally invest directly in government bonds, bond mutual funds include these as well as other types. 

Interest rate and monetary trends are reviewed in the bi-weekly newsletter including long and short term treasury issues as these relate to the equity markets. 

Investment Opportunities



Why Bond Funds Not Bonds?
Investing in bond funds rather than laddering individual bonds enables  portfolio diversification and avoids having to bank on the creditworthiness of individual companies or bond issues.

 

AFG May Also Invest in REIT Funds, Another Interest-Producing Strategy

Portfolio Allocation

 

Market Timing


Client Services

Why Invest in REIT's?

  • High Dividends

  •  Capital Appreciation

  • Professional Management

  • Portfolio Diversification
What are REIT's and REIT Funds?
REIT's are companies that own and operate income-producing real estate such as shopping malls, hotels, warehouses, office buildings and other commercial properties.

 REIT's are publicly traded, with ticker symbols.

 REIT Exchange Traded Funds are securities that represent groups of REIT's traded on a particular index.

For example, the "IYR" ETF holds all the REIT's listed in the Dow Jones U.S. Real Estate Index.

Why own REIT's not  real estate?

Because owning housing property is expensive, and not liquid. 
"Preparing for suicide is not a very intelligent means of defense."
-B. Kent, British writer


This sample diagram illustrates the relationship between REIT ETF's, REIT's, and the properties managed by REIT's:

How many REIT's are there?

There are approximately 300 Real Estate Investment Trusts in the U.S. today.
 
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Appel Financial Group -  150 Great Neck Road - Great Neck, NY 11021
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