Your point on bond funds is a good one; I personally use XSB (the short - term bond ETF) for larger portfolios.
Not exact matches
Which all goes back to my
point — since companies change in a lot of unpredictable ways, it makes more sense for passive income to just ride the market by investing in a Total Domestic Stock Market, Total
Bond Market, and Total International index
funds, with allocations that depend
on your goals and time horizon.
Strategic Total Return continues to carry a duration of about 3.5 years in Treasury securities (meaning that a 100 basis
point move in interest rates would be expected to impact the
Fund by about 3.5 %
on the basis of
bond price fluctuations), and holds about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.
Particularly good to see someone explain that the impact
on bond funds is not the simplistic «1 % rise in bank rates means loss of duration %» but depends
on the interest demanded at that
point in the curve and normal supply / demand issues which are massively distorted for linkers.
(I only have cash and equities) I want an easy option and am
on the
point of increasing my
bond holdings by settling
on say, one of Vanguards» Lifestrategy
funds when... «the more I read the more confused I get!»
For now, the Strategic Total Return
Fund continues to carry a limited duration of about 2 years (meaning that a 100 basis
point move in interest rates would be expected to impact the
Fund by about 2 %
on the basis of
bond price fluctuations), mostly in Treasury Inflation Protected Securities.
Strategic Total Return continues to carry a duration of about 3 years in Treasury securities (meaning a 100 basis
point move in interest rates would be expected to impact
Fund value by about 3 %
on the basis of
bond price fluctuations), with about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.
The EFSF will now be able to loan the full amount allotted to the
fund, it will be allowed to buy sovereign
bonds on the primary market, and the interest rate
on loans to Greece was cut by a percentage
point while the maturities of the loans were extended.
Another
point is that there can be mark - ups in
bonds and thus it isn't necessarily that you are making more in trading
bonds assuming one is buying
bonds on the secondary market that may not be as liquid as a mutual
fund.
Strategic Dividend Value is hedged at about half the value of its stock holdings, and Strategic Total Return continues to hold a duration of just over 3.5 years (meaning that a 100 basis
point move in interest rates would be expected to impact
Fund value by about 3.5 %
on the basis of
bond price fluctuations), with less than 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.
Strategic Total Return carries a duration of about 3.5 years, meaning that a 100 basis
point move in interest rates would be expected to affect
Fund value by about 3.5 %
on the basis of
bond price fluctuations, about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.
Strategic Total Return has a duration of about 3 years in Treasury securities (meaning that a 100 basis
point move in interest rates would be expected to affect
Fund value by about 3 %
on the basis of
bond price fluctuations), just over 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.
The basic
point of the concept is to seperate CDs, cash,
bonds, annuities, and others into different «ladders» or «buckets» or «baskets,» depending
on when the asset is expected to be liquidated to
fund the retirement revenue stream.
Strategic Total Return continues to carry a duration of about 3 years (meaning that a 100 basis
point move in
bond yields would be expected to impact the
Fund by about 3 %
on the basis of
bond price fluctuations), with about 10 % of assets in precious metals shares, and a few percent of assets in utility shares.
An interesting article
on diversifying the current trust
fund to include stocks as well as government
bonds to increase the rate of return that Paul complains about and lessen the danger
pointed out by Foobarista.
If it's comparable to other money /
bond funds, this might only earn 30 - 40 basis
points for Rasmala
on an institutional basis (with no performance fees).
The Adviser may use an active asset allocation strategy to increase or decrease neutral asset class exposures reflected above by up to 10 percentage
points for Equity
Funds (includes domestic and international equity funds), Bond Funds and Short - Term Funds to reflect the Adviser's market outlook, which is primarily focused on the intermediate
Funds (includes domestic and international equity
funds), Bond Funds and Short - Term Funds to reflect the Adviser's market outlook, which is primarily focused on the intermediate
funds),
Bond Funds and Short - Term Funds to reflect the Adviser's market outlook, which is primarily focused on the intermediate
Funds and Short - Term
Funds to reflect the Adviser's market outlook, which is primarily focused on the intermediate
Funds to reflect the Adviser's market outlook, which is primarily focused
on the intermediate term.