The Bond Dream Room

Discussion of the Bond portion of the Permanent Portfolio

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ochotona
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Re: The Bond Dream Room

Post by ochotona » Tue May 29, 2018 1:36 pm

The purpose of markets is to confuse and embarrass.
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Tue May 29, 2018 4:30 pm

ochotona wrote:
Tue May 29, 2018 1:36 pm
The purpose of markets is to confuse and embarrass.
The one in-the-red bond I had is in the black. I am certainly confused (permanently, not simply today). I should probably leave my remaining long bonds alone.
Karl Popper: Paradox of Intolerance
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Cortopassi
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Re: The Bond Dream Room

Post by Cortopassi » Tue May 29, 2018 6:53 pm

I know that's why I got in the PP. Whenever I tried to guess, educated or not, the direction of anything, 90% of the time it went the other way.
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Ugly_Bird
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Re: The Bond Dream Room

Post by Ugly_Bird » Tue May 29, 2018 8:37 pm

buddtholomew wrote:
Tue May 29, 2018 11:29 am
Classic...I thought my TLT purchased at 118 was dead money...
"This portfolio is terrible. Anyone believe me now?" (c) buddtholomew
:P
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buddtholomew
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Re: The Bond Dream Room

Post by buddtholomew » Wed May 30, 2018 10:37 am

Ugly_Bird wrote:
Tue May 29, 2018 8:37 pm
buddtholomew wrote:
Tue May 29, 2018 11:29 am
Classic...I thought my TLT purchased at 118 was dead money...
"This portfolio is terrible. Anyone believe me now?" (c) buddtholomew
:P
Every dog has his day in the sun.
I think that was yesterday for the 4x25PP, today GB and risk parity (weighted to equity) a little better so far.

Point taken >:D
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Wed May 30, 2018 12:28 pm

That was just baddtholomew. This is gooddtholomew.
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Re: The Bond Dream Room

Post by boglerdude » Fri Jun 08, 2018 2:36 am

Intermediate-Term Corporate Bond ETF
4% and a risk level of 2

https://investor.vanguard.com/etf/profile/VCIT

hm
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Kbg
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Re: The Bond Dream Room

Post by Kbg » Mon Jun 11, 2018 1:28 pm

I'm a fan of VCST...
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Mon Jun 11, 2018 2:01 pm

I've owned VCIT for a few years and had no idea what the recent yield was. Nice.
- - -
By the way, Vanguard seems to be going in the same direction as bank websites: a big stupid screen that looks ok on a phone but not as good as it used to on a desktop monitor. And, some columns have been removed, like the Distribution yield (under the Distributions tab).

Well, there is more than one way to look at transactions, and at balances & holdings, perhaps because they are still in transition. But, the way I am looking at it now- big stupid screen and no distribution yield.
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Tortoise
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Re: The Bond Dream Room

Post by Tortoise » Mon Jun 11, 2018 10:26 pm

No big stupid screen, me no looky. No big shiny buttons, me no clicky.
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Kriegsspiel
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Re: The Bond Dream Room

Post by Kriegsspiel » Tue Jun 12, 2018 1:32 am

Yea the default Vanguard look is dumb. I click on the drop down menu at the top to look at their old style.
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ochotona
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Re: The Bond Dream Room

Post by ochotona » Wed Jun 13, 2018 6:11 am

DoubleLine thinks 10 year going to 6% in a few years. Oil to $90. Recession risk 2020.
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