Asset Allocation Part 5 ▶ kzbin.info/www/bejne/mYbIonSulr2JpNE
@MichaelBarton-p9w5 ай бұрын
What about bond closed end funds such as PIMCO Corporate Income ticker PCN as an example?
@chayden1402 Жыл бұрын
😅😂😅😂Tell us how you really feel about bonds. I love your channel extremely informative with a hint of sense of humor. Great content
@sharonwinsmith Жыл бұрын
Haha you know I like to tell it like it is! 😁
@gregm30237 күн бұрын
Currently 92/8 (S&P 500/ TBils). Agree with your points and dislike the return drag. I only hold TBils to slightly dampen volatility and dry powder during market crash.
@arturohernandez2775 Жыл бұрын
I have not found a more informative channel than this one....Greetings from San Diego CA..😊😊
@sharonwinsmith Жыл бұрын
Thank you! Happy holidays!
@UNOyay3 ай бұрын
What about the argument that those who are retired may need bonds to protect against sequence of return risks at the start of their retirement?
@JoeSmith-jd5zg Жыл бұрын
Interesting. When I began investing in the early 90s, stocks rocked. In the mid 90s I thought "Hey, all these talking heads are talking about stocks and BONDS." Figured I needed to investigate...after 6 months of study I thought "that's not a good long-term investment." Fast forward 25 years, still stick with my analysis.
@sharonwinsmith Жыл бұрын
Very smart! I was lucky enough to have a financially savvy father who taught me not to invest in bonds.
@andersonandrew112 Жыл бұрын
I only started looking at bonds since social media is brainwashing everyone into thinking a recession is imminent. I've missed out on a nice rally this year. The yield curve inversion isn't very comforting, though.
@sharonwinsmith Жыл бұрын
I never invest based on what wall street and the bankers are predicting. Based on history, when the finance people all start screaming about something that's going to happen - you can usually bet the opposite.
@CFH298 Жыл бұрын
Can you speak on high yield investments like YieldMax products? Covered call derivatives and the like.
@swb32487 ай бұрын
Do you need to differentiate based on a persons total assets and age? Definitely if you’re young bonds are not the right investment.
@davidhammond105 ай бұрын
I would think Bonds are more for preserving wealth, not necessarily gaining wealth.
@swb32487 ай бұрын
Do you need to differentiate based on a persons total assets and age? Definitely if you’re young bonds are not the right investment. I mean it’s no secret that over the long run stocks performed better than bonds.
@lawrence4036 Жыл бұрын
Not even 5.4% (as of today) T-Bills that are state and local tax exempt investments? The tax equivalent yield is 6-7%.
@sharonwinsmith Жыл бұрын
That is a bad rate of return.
@cramsa6 ай бұрын
The returns are less than the real inflation/fiat currency debasement rates. You need hard assets.
@ELconomics101 Жыл бұрын
😂😂 tell us how you really feel about Bonds lol good evening coach