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Understanding Bond Yield

Author
Chris Nelson CFA
Published
Mon 27 Sep 2021
Episode Link
https://bond-investment-mentor.simplecast.com/episodes/010-K7oeZ_B4

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments.

In this episode:

  • Recent FOMC decision - it's almost Taper Time! (1:41)
  • Bloomberg tip:  Using the Paydown Information (PDI) screen (7:10)
  • Effect of SBA rule change on fixed-rate SBA securities (9:05)
  • Understanding Yield
    • What is yield? (11:38)
    • Relationship between yield and total return, coupon rate, and price (13:22)
    • Yield to maturity (15:01)
    • Current (or market) yield (17:24)
    • Yield to call (18:03)
    • Yield to worst (19:41)
    • Tax-equivalent yield (20:09)
    • Yields on mortgage-backed securities (21:02)
  • Learn about 1-on-1 mentoring! (22:35)

If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.

Do you know someone who could benefit from this information? Please share this episode and podcast with them!

You will find more articles, tips and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!

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