Site for serious individual investors who want to learn more about bond portfolio management techniques.
These are questions from real investors phoned in to my past TV show, live. I’ve included them here in the same phrasing used by callers, which is not always the “correct” phrasing(!) But I thought that many other investors who are not bond professionals may be able to relate to the callers’ way of talking.
Some of my answers are quite long and informative. Others are short, to the point, “zesty zingers!” Sorry. No one ever accused me of being too tactful!
If your portfolio is greater than $500,000, Sharon Alister can provide a free analytic review to help ensure that your portfolio is in line with your investment goals. Call Sharon Alister at (800) 745-7110 or email info@AlisterTalksBonds.com
Please note the rates for Ins’d and Pre-Res are not available from Bloomberg and will be updated as soon as possible.
| Treasuries | AAA Munis | |
|---|---|---|
| 3mo | 1.815 | N/A |
| 6mo | 2.009 | N/A |
| 1yr | 2.237 | 1.74 |
| 2yr | 2.482 | 1.87 |
| 5yr | 2.809 | 2.19 |
| 10yr | 2.970 | 2.53 |
| 30yr | 3.145 | 3.14 |
| Pre-Res | Ins’d | Pure* | |
|---|---|---|---|
| 2 yr | 1.91 | 2.05 | 1.87 |
| 5 yr | 2.23 | 2.49 | 2.19 |
| 10 yr | N/A | 2.89 | 2.53 |
| 15 yr | N/A | 3.20 | 2.82 |
| 30 yr | N/A | 3.50 | 3.14 |
*Rated AAA on its own
Source: Bloomberg
These are questions from real investors phoned in to my past TV show, live. I’ve included them here in the same phrasing used by callers, which is not always the “correct” phrasing(!) But I thought that many other investors who are not bond professionals may be able to relate to the callers’ way of talking.
Some of my answers are quite long and informative. Others are short, to the point, “zesty zingers!” Sorry. No one ever accused me of being too tactful!
If your portfolio is greater than $500,000, Sharon Alister can provide a free analytic review to help ensure that your portfolio is in line with your investment goals. Call Sharon Alister at (800) 745-7110 or email info@AlisterTalksBonds.com
Please note the rates for Ins’d and Pre-Res are not available from Bloomberg and will be updated as soon as possible.
| Treasuries | AAA Munis | |
|---|---|---|
| 3mo | 1.815 | N/A |
| 6mo | 2.009 | N/A |
| 1yr | 2.237 | 1.74 |
| 2yr | 2.482 | 1.87 |
| 5yr | 2.809 | 2.19 |
| 10yr | 2.970 | 2.53 |
| 30yr | 3.145 | 3.14 |
| Pre-Res | Ins’d | Pure* | |
|---|---|---|---|
| 2 yr | 1.91 | 2.05 | 1.87 |
| 5 yr | 2.23 | 2.49 | 2.19 |
| 10 yr | N/A | 2.89 | 2.53 |
| 15 yr | N/A | 3.20 | 2.82 |
| 30 yr | N/A | 3.50 | 3.14 |
*Rated AAA on its own
Source: Bloomberg
Investing involves risk, including possible loss of principal. When investing in bonds, it is important to note that as interest rates rise, bond prices will fall. Conversely, as interest rates fall, bond prices will rise.
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