For those of you who are ready to swap to 2035s, reallocate completely, or whatever, a shout out and word of thanks to kaesler for upgrading Tipsladder.com to handle such operations:
This is now implemented and deployed. You may have to refresh your browser to get the new app version.
I’m working today on adding the ability to reduce the size of a pre-owned holding in the manual “Build” page. This should allow modeling the use-case of selling one’s 2034s and 2040s to buy the newly minted 2035s.
It will show you the effect on your ladder and also estimate proceeds from sale of the pre-owned bonds.
It works like this:
- Load up your existing TIPS portfolio on the "Analyse" page, most conveniently from a previously saved CSV file
- "Extend to ladder", which takes you to the "Build" page seeded with your existing ladder
- Add new bonds, e.g. 2035s
- Remove old bonds, e.g. some 2034s and 2040s, by reducing the bond count beside the CUSIP
- When you have the ladder with the desired properties (they are updated as you go at the bottom of the page), download the buy and sell lists and execute the trades.
Statistics: Posted by MtnBiker — Tue Feb 04, 2025 10:50 pm — Replies 480 — Views 57520