Part 3 — The Risks of Investing in Bonds Part 4 — Investing in Bond Funds Part 5 —
Bond Investment Strategies Part 6 — Bonds and Interest -LSB-...]
Not exact matches
Part 3 —
Bond Investment Risks
Part 4 — Investing in
Bond Funds
Part 5 —
Bond Investment Strategies
Despite macroeconomic conditions,
bonds in general have seemed to be the most attractive asset type that fits within the insurance industry's
investment strategy, perhaps due in
part to the profile of insurance industry liabilities, among other reasons.
They'd rather go with a related
strategy that sounds more sophisticated: there's the Permanent Portfolio (equal
parts gold, stocks,
bonds and cash), the Endowment Portfolio (which mimics the Yale and Harvard
investment funds, with a focus on real estate), the All Seasons portfolio (favoured by Tony Robbins in his most recent bestseller, with lots of
bonds and a dash of commodities), and a host of others.
A well balanced retirement portfolio may include some moderate percentage of
bonds as
part of an overall
investment strategy to generate income or receive significant tax benefits.
This of course would have a devastating effect on a retirement portfolio and as such,
bonds should be
part of an overall diversification
strategy with
investments purchased and sold according to current macroeconomic environment variables.
Explore the benefits and risks associated with
bonds; learn how
bonds can be
part of an
investment strategy.
I use non-index mutual funds to 1) add more international exposure to my portfolio 2) invest in
bonds 3) give me a bit more growth / value stocks than my index funds do and 4) take
part in a few
investment strategies I find interesting / potentially fruitful.