You said nothing regarding the duration of the bonds you hold. The last few years should have been a strong reminder as to the role duration plays in a bond portfolio.I participated in the last few TIPS mania, and snagged a ladder of TIPS with YTM 1.5%-2.0%+. At this point almost all my fixed income is in TIPS, and I'm 65/35 split between stock/bonds.
I just wanted to check to see that I'm not missing some systemic risk. I know that TIPS won't do well in a long run of deflation. Anything else I should be aware of? If it helps I'm transitioning between the accumulation to decumulation phase over the next 2-5 years.
Statistics: Posted by BitTooAggressive — Fri Apr 12, 2024 1:20 am — Replies 5 — Views 802