The Bond Dream Room
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- dualstow
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Re: The Bond Dream Room
For those of you not looking, but reading this forum, TLT's doing its thing today.
- buddtholomew
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Re: The Bond Dream Room
Remarkable performance (take a bow)...TLT up 1.94% and it paid a .28 cents per share dividend.
30-year yield at 3.09%. Gold perked up a little, but then went back to sleep
30-year yield at 3.09%. Gold perked up a little, but then went back to sleep
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
- dualstow
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Re: The Bond Dream Room
vs the S&P dropping 1.32%. That's the part I like, not that it works out so splendidly every day.buddtholomew wrote: Remarkable performance ...TLT up 1.94%
Re: The Bond Dream Room
Ltt's are still saving the day. This is a great advantage over the BH portfolio.
- buddtholomew
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Re: The Bond Dream Room
Keep in mind that the PP invests in a barbell strategy (50% CASH/50% LTT's), which isn't dramatically different from a BH portfolio invested conservatively (FI traditionally invested in a bullet strategy). The 50/50 allocation has a higher overall duration and should benefit from a parallel yield decline across the curve.Reub wrote: Ltt's are still saving the day. This is a great advantage over the BH portfolio.
I do however appreciate the benefits of owning a longer duration fixed income investment when yields are declining
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
Re: The Bond Dream Room
Is the next question we start asking going to be are 1% 30 year rates in the cards?
“Let every man divide his money into three parts, and invest a third in land, a third in business and a third let him keep by him in reserve.� ~Talmud
- dualstow
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Re: The Bond Dream Room
Wow, is TLT really set to open at $124 a share? Wow!
Re: The Bond Dream Room
Hit $127.68! Amazing morning all around if you like watching volatility in action.
Re: The Bond Dream Room
Must have been another round of QE manipulating the market...
Oh, wait.
I love when LTT's go on a tear.
Oh, wait.
I love when LTT's go on a tear.
"Men did not make the earth. It is the value of the improvements only, and not the earth itself, that is individual property. Every proprietor owes to the community a ground rent for the land which he holds."
- Thomas Paine
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Re: The Bond Dream Room
Helluva spike on gold this morning, too.
Go, PP! (A nice semi-permanent rise in gold would be welcome, especially considering I bought most of my yellow stuff holdings in Jan. 2013.)
Go, PP! (A nice semi-permanent rise in gold would be welcome, especially considering I bought most of my yellow stuff holdings in Jan. 2013.)
Re: The Bond Dream Room
Finally my bonds are helping me. Come on flight-to-safety. Just hope the stocks don't crash.
Re: The Bond Dream Room
Such a remarkable day..
Nearly 6 point range in SPY, 5.5 point range in TLT, GLD relatively tame. Small caps (IWM) are up w/ the Dow down 200.
Counter-intuitively, this stuff makes me want to day trade
Nearly 6 point range in SPY, 5.5 point range in TLT, GLD relatively tame. Small caps (IWM) are up w/ the Dow down 200.
Counter-intuitively, this stuff makes me want to day trade
Re: The Bond Dream Room
Finally your bonds are helping you? They have been helping you all year.Lowe wrote: Finally my bonds are helping me. Come on flight-to-safety. Just hope the stocks don't crash.
Re: The Bond Dream Room
My bonds were in the red for a year and a half. They got in the black less than a month ago, and that's the longest stretch they've had. Not that I don't like interest payments, but the past couple weeks is the first time I've truly felt good about holding LTT and gold.
- buddtholomew
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Re: The Bond Dream Room
The result of the most volatile day I can recall for quite some time is...
PP up .07%
It sure looked like we had hit a home run this morning until it didn't.
PP up .07%
It sure looked like we had hit a home run this morning until it didn't.
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
Re: The Bond Dream Room
TLT is up over 20% ytd and 16% in a year. EDV is up over 35% ytd and 25% in a year. Prior to that it was trending downward so you might be just above water.Lowe wrote: My bonds were in the red for a year and a half. They got in the black less than a month ago, and that's the longest stretch they've had. Not that I don't like interest payments, but the past couple weeks is the first time I've truly felt good about holding LTT and gold.
Re: The Bond Dream Room
It's kind of amazing sometimes how much of my finances I have on auto-pilot so I don't have to do anything AT ALL! Seriously, the only time I even have to think about it if I don't want to is when my property tax and homeowner's insurance bills come due because they are the only ones that don't get paid automatically.
So when I logged onto Fidelity for reasons I don't remember the other day I couldn't help but notice my SEP-IRA which I have mostly filled with LT bonds and gold because I prefer growth in other accounts was like WAY up. Didn't bother to investigate why but it was an interesting quick observation.
So when I logged onto Fidelity for reasons I don't remember the other day I couldn't help but notice my SEP-IRA which I have mostly filled with LT bonds and gold because I prefer growth in other accounts was like WAY up. Didn't bother to investigate why but it was an interesting quick observation.
- dualstow
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Re: The Bond Dream Room
Long bonds to Barrett: "How'ya like me now?"
Re: The Bond Dream Room
Dualstow, Thanks for thinking of me. Haven't sold yet!dualstow wrote: Long bonds to Barrett: "How'ya like me now?"
Re: The Bond Dream Room
http://www.businessinsider.com/jeffrey- ... -9-2014-12
[quote=Jeff Gundlach]"It's almost unthinkable that I would want German bonds instead of US bonds."
"As long as [the yield on bunds] is below 1%, I can't see how US 10-year yields are going to go up."[/quote]
Another interesting slide:
A rise in short term rates may have very little impact on the long end, it would simply result in a flattening of the yield curve.
Hmmmmm...
Last edited by Gosso on Tue Dec 09, 2014 4:00 pm, edited 1 time in total.
- buddtholomew
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Re: The Bond Dream Room
I am astonished that LTT's are within 1-2% points of my current equity allocation. I am also surprised that gold has held up so well given crude's recent declines of 40%+ YTD.
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
Re: The Bond Dream Room
Murphy's law: the day I make a contribution to my PP, some asset drops the ball.. this time, it's bonds (but thankfully, I added most of my contribution to gold since that was my most underweight asset and I was rebalancing from contributions.)
- dualstow
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Re: The Bond Dream Room
Don't even think about it. Bonds could go up next year, and gold could fall further for years. Harry's law.blackomen wrote: Murphy's law: the day I make a contribution to my PP, some asset drops the ball.. this time, it's bonds (but thankfully, I added most of my contribution to gold since that was my most underweight asset and I was rebalancing from contributions.)
- buddtholomew
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Re: The Bond Dream Room
Although I have my preferred asset/s, maintaining a neutral position provides the ultimate comfort.
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
- dualstow
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Re: The Bond Dream Room
What's Driving LT Treasuries This Year?
http://www.bogleheads.org/forum/viewtop ... 0&t=154060
hee hee hee
http://www.bogleheads.org/forum/viewtop ... 0&t=154060
hee hee hee