STOCKCHASE

He is not a big fan or real return bonds. Often finds they are not that liquid.

2012-03-28

SELL

25.710

iUnits Real Return Bond ETF. The real driver for real return bonds in the last year has been the fall in interest rates. This one is a basket of long bonds with the shortest being too 2021 out 2041 or 2046. Low coupon so have a higher sensitivity to interest rates, to the upside this year. If you own, try to reduce your exposure. Once long-term interest rates start to rise, these are going to sell off faster than anything else in the bond market.

2012-01-09

BUY

25.750

John DeGoey

Has been doing well and people should be looking at it as we head into the new year. Pays a return above inflation.

2011-12-20

DON'T BUY

23.100

Real Return Bond ETF. Doesn't like the liquidity and the rates are really lousy. There are lots of alternatives.

2011-05-06

HOLD

20.900

Randy LeClair

Real Return Bond ETF. Real return bonds are linked to inflation, so as inflation goes up, the coupon will adjust to that. He is not worried about inflation at this time.

2010-06-16

SELL

20.890

Hank Cunningham

There is no upside in these that he can see. There’s no performance upside. Conventional bonds are outperforming real return bonds.

2010-06-07

SELL

20.840

Real return bonds have had a great run, which is surprising. Currently you get inflation plus 1.5%, which is at or near an all-time low. Also the shortest one is 11 years and longest is 30 years, so they are long duration bonds and very sensitive to interest rates changes. With interest rates going higher, these will under perform the market in the next 12 months.

2010-05-03

DON'T BUY

20.680

Real Return Bond ETF. These are fine where you have a half decent rate of return going but right now you don't and they are long-term.

2010-04-09

PAST TOP PICK

20.480

Lyle Stein

(Top Pick Feb 25’09, Up13%) Still holds it in client accounts. It is a security that you hold as a defense against armageddon.

2010-02-12

DON'T BUY

20.450

Is 10% of a portfolio in real return bonds reasonable? Perfectly appropriate for a conservative investor but he doesn't like real return bonds at this time because returns are not very good and inflation is not on the horizon. Better choice would be Short Bond Index (XSB-T). (See Top Picks.)

2010-01-25

PAST TOP PICK

20.420

Jeff Black

(A Top Pick Apr 30/09. Up 11%.) Real Return Bonds, which do better in an inflationary environment. Hold.

2010-01-14

HOLD

20.360

Fund is up 11% YTD. Will inflation give an even better return? Absolutely. 11% return was not because of inflation but because of real yields falling. Would be cautious about buying these at current levels.

2010-01-06

DON'T BUY

20.400

Real Return Bond ETF. A lot of the return this year has come from inflation expectations but he doesn't think inflation will materialize. There is not a great supply of these bonds and they have been a good trade but he doesn't think it will be repeated in 2010.

2009-12-29

Comment

20.740

Hank Cunningham

Real Return Bond ETF. For 10 years, this would be good to have in your portfolio but he would recommend a portfolio of individual securities rather than an ETF.

2009-12-22

DON'T BUY

20.510

Randy LeClair

Real Return Bond ETF. There is so much slack in the economy right now it is probably 2-3 years out before there are any signs of inflation. It is a little early.

2009-11-27

Comment

20.040

John DeGoey

Real Return Bond ETF. His thoughts are really mixed on this. Has used it in the past prior to the market taking a tumble when he thought we were heading to inflationary times. Now he doesn't know if there will be inflation.

2009-11-12

SELL

20.150

Real Return Bonds: Have had a good return over the last year, but have fallen since January. They look expensive right now. Now is not the time to buy and to sell if active trader.

2009-10-19

PAST TOP PICK

19.730

Som Seif

(A Top Pick Aug 19/08. Down 4.4%.)

2009-08-19

PAST TOP PICK

19.130

Richard Croft

(A Top Pick July 2/08. Down 5.31%.) Real return Bond and an inflation hedge.

2009-07-09

DON'T BUY

19.100

Paul Gardner, CFA

You have to have the view that there will be rapid inflation. In the last year, these bonds have under performed because of deflation in the last 12 months. He is more in the deflation camp. People are talking about inflation but that is in the US. What do you do when the Cdn$ goes up 20%? That directly impacts the inflation rate in Canada.

2009-06-08

DON'T BUY

19.020

Real return bonds. Basically this is an inflation hedge. If you want some inflation protection in your portfolio with some diversification, it is probably not a bad investment. He would look for something else.

2009-06-02

TOP PICK

18.780

Jeff Black

Real Return Bond. Stimulus packages could be inflationary Inflation will be a concern in about or 3 years time.

2009-04-30

BUY

19.070

Lyle Stein

Likes the Real Return bonds for a retirement account. They provide an inflation protection and a government guarantee. This is the kind of asset you want to own in your non-taxable account such as an RRSP, RRIF or TFSA.

2009-04-08

BUY

19.300

What is the lower risk/higher return investment between SPDR High Yield Bond (JNK-N) and iUnits Real Return Bonds (XRB-T)? This would make an interesting bell bar portfolio as you have 2 opposite asset classs. The less risk is the iUnits. A bit early to go into the SPDR.

2009-04-01

TOP PICK

18.120

Lyle Stein

Biggest risk to a long-term portfolio today is inflation. Great way (RRSP or Tax Free Savings Account) to get government backed inflation protection. (His RRSP accounts are typically 15% to 20% of the portfolio value.)

2009-02-25

TOP PICK

20.630

Som Seif

(3 Top Picks theme is on thwarting inflation.) Current interest rates are 3%-4% and inflation rate is about the same or higher. This means that when you are buying a bond at 3%-4% you are actually getting 0 or negative returns. Real return bonds have a yield but also an adjustment price that allows an increase in capital based on inflation.

2008-08-19

BUY

20.440

Hank Cunningham

Likes real return bonds and there should be a little included in your fixed income portfolio. Because taxation they should be in your RRSP account. Yielding about 1.56% right now. Fund mimics the real return index of the DEX universe so it tracks the passive index fund that is invested in the various real return bonds.

2008-07-21

TOP PICK

20.740

Richard Croft

If you are looking for crisis insurance and concerned about inflation and need some defensive positions in your portfolio, this is an excellent one to have. Yield is based on an interest flow stream that is inflation plus an interest rate.

2008-07-02

BUY

20.610

Som Seif

Inflation Protected Bonds are priced based on whatever core inflation rate there is. The company will issue them at a rate above the core inflation rate. This will give you inflation plus a percent above. Really good if you think inflation is going up as the yields will always go up during inflation.

2008-06-30

BUY

18.950