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Re: The Bond Dream Room
Posted: Wed Oct 01, 2014 2:31 pm
by dualstow
For those of you not looking, but reading this forum, TLT's doing its thing today.
Re: The Bond Dream Room
Posted: Wed Oct 01, 2014 4:19 pm
by buddtholomew
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
Re: The Bond Dream Room
Posted: Wed Oct 01, 2014 5:55 pm
by dualstow
buddtholomew wrote:
Remarkable performance ...TLT up 1.94%
vs the S&P dropping 1.32%. That's the part I like, not that it works out so splendidly every day.
Re: The Bond Dream Room
Posted: Sat Oct 11, 2014 3:55 pm
by Reub
Ltt's are still saving the day. This is a great advantage over the BH portfolio.
Re: The Bond Dream Room
Posted: Sat Oct 11, 2014 4:17 pm
by buddtholomew
Reub wrote:
Ltt's are still saving the day. This is a great advantage over the BH portfolio.
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.
I do however appreciate the benefits of owning a longer duration fixed income investment when yields are declining
Re: The Bond Dream Room
Posted: Sat Oct 11, 2014 11:54 pm
by Bean
Is the next question we start asking going to be are 1% 30 year rates in the cards?
Re: The Bond Dream Room
Posted: Wed Oct 15, 2014 8:05 am
by dualstow
Wow, is TLT really set to open at $124 a share? Wow!
Re: The Bond Dream Room
Posted: Wed Oct 15, 2014 8:59 am
by iwealth
Hit $127.68! Amazing morning all around if you like watching volatility in action.
Re: The Bond Dream Room
Posted: Wed Oct 15, 2014 9:14 am
by moda0306
Must have been another round of QE manipulating the market...
Oh, wait.
I love when LTT's go on a tear.
Re: The Bond Dream Room
Posted: Wed Oct 15, 2014 9:22 am
by goodasgold
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.)
Re: The Bond Dream Room
Posted: Wed Oct 15, 2014 12:49 pm
by Lowe
Finally my bonds are helping me. Come on flight-to-safety. Just hope the stocks don't crash.
Re: The Bond Dream Room
Posted: Wed Oct 15, 2014 2:31 pm
by iwealth
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
Re: The Bond Dream Room
Posted: Wed Oct 15, 2014 3:14 pm
by Reub
Lowe wrote:
Finally my bonds are helping me. Come on flight-to-safety. Just hope the stocks don't crash.
Finally your bonds are helping you? They have been helping you all year.
Re: The Bond Dream Room
Posted: Wed Oct 15, 2014 3:43 pm
by Lowe
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
Posted: Wed Oct 15, 2014 4:46 pm
by buddtholomew
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.
Re: The Bond Dream Room
Posted: Wed Oct 15, 2014 5:30 pm
by Reub
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.
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.
Re: The Bond Dream Room
Posted: Thu Oct 16, 2014 5:24 pm
by pp4me3
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.
Re: The Bond Dream Room
Posted: Tue Dec 09, 2014 11:59 am
by dualstow
Long bonds to Barrett: "
How'ya like me now?"
Re: The Bond Dream Room
Posted: Tue Dec 09, 2014 3:14 pm
by barrett
dualstow wrote:
Long bonds to Barrett: "
How'ya like me now?"
Dualstow, Thanks for thinking of me. Haven't sold yet!
Re: The Bond Dream Room
Posted: Tue Dec 09, 2014 3:55 pm
by Gosso
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...
Re: The Bond Dream Room
Posted: Fri Dec 12, 2014 2:12 pm
by buddtholomew
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.
Re: The Bond Dream Room
Posted: Tue Dec 23, 2014 3:02 pm
by blackomen
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.)
Re: The Bond Dream Room
Posted: Tue Dec 23, 2014 4:49 pm
by dualstow
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.)
Don't even think about it. Bonds could go up next year, and gold could fall further for years. Harry's law.
Re: The Bond Dream Room
Posted: Tue Dec 23, 2014 5:35 pm
by buddtholomew
Although I have my preferred asset/s, maintaining a neutral position provides the ultimate comfort.
Re: The Bond Dream Room
Posted: Mon Dec 29, 2014 3:20 pm
by dualstow