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Investing - Theory, News & General • Now that rates are coming down

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Can't help decide on the allocation strategies. While no one knows the future and market timing is bad, it feels so tempted to see whats coming, Fed lowering the rates next year, the all good treasury 30 year 10 year rates of 4-5% will be behind us and we will go back to sad 1-2% which will suck for fixed income. I always felt confused about the boglehead and lot of smart folks 3 fund portfolio recommendation of BND. Now BND for last week has gone up a little too but if I am have to start my portfolio allocation today and have to put 50% in bonds, why would I put in BND that will go back to 1-2% later when I can lock in 30 year or 10+ year at something that's still close to 4 ? Is it timing the market if I buy 30 years STRIPS or TIPS now assuming we will go way down again pretty soon and if so how does it compare to buying BND ? It seems tempted to skip BND and just buy 10 or 30 year today ?
You can buy 5 year CDs at ~4.65% APY as another option. Looking out further than that is a fools errand. No one has any idea what rates will be even 2 years from now. But at least you lock in a rate and can withdraw early (with penalty) if things go the other way.

Statistics: Posted by sperry8 — Thu Dec 14, 2023 11:35 pm — Replies 17 — Views 1630



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