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Personal Investments • Help me invest $10m ...

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your fixed income should be in a ladder. meaning 10% in each maturity year going out 10 years, then reinvest what mates into the new 10 year maturity. that means you you always have your fixed income allocation invested all along the 1-10 year horizon
Why? The original poster is long term investor with an indefinite investment horizon. Doing a ladder might make sense for someone drawing down over the ladder period, but that's not the case here. A ladder is an unnecessary complication.
a ladder is perpetual. you replace the near term maturity as it matures with a new investment at the horizon maturity. a ladder by definition has an indefinite investment horizon.
I wouldn't say "by definition" - you can have a non-rolling ladder or a rolling ladder

Statistics: Posted by muffins14 — Thu May 23, 2024 11:08 pm — Replies 108 — Views 10699



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