Seeking alpha looks at tlt

[mathjak107]

Article today

https://seekingalpha.com/article/439077 ... ue-to-rise

[Don]

Add some TBT as a hedge in VP?

[mathjak107]

These reverse funds can be very risky as a buy and hold

[mathjak107]

Yet another look at bonds today

https://betterbuyandhold.com/bond-etfs- ... ing-rates/

[Kbg]

Bonds are easy fellas...don't over think them.

[buddtholomew]

I’m out of TLT entirely at 160.xx
Personally feel as if I am sitting on a 3 legged stool although 1 of the legs is as thick as an OX (cash)

40/15/45 - Stocks/Bonds/Cash

[mathjak107]

Same totally out of Tlt

[buddtholomew]

I’m out of TLT entirely at 160.xx
Personally feel as if I am sitting on a 3 legged stool although 1 of the legs is as thick as an OX (cash)

40/15/45 - Stocks/Bonds/Cash

Yikes!
Watching for the rotation back into LTT’s in the near future.

[Kevin K.]

Yet another look at bonds today

https://betterbuyandhold.com/bond-etfs- ... ing-rates/

Resurrecting this thread (or at least trying to) because this link that you kindly shared mathjak107 caused me to explore the rest of the "Better Buy & Hold" site. I find their approach intriguing in that they're using real-time interest rate data to tweak portfolios.

This post in which they "currentize" the returns for all 16 buy-and-hold portfolios on Portfolio Charts is especially interesting:

https://betterbuyandhold.com/buy-hold-b ... trategies/

Seems like for $50 a year this could be an interesting way to split the difference between a PP or GB and a variable portfolio. Thoughts?

[ochotona]

Yet another look at bonds today

https://betterbuyandhold.com/bond-etfs- ... ing-rates/

Resurrecting this thread (or at least trying to) because this link that you kindly shared mathjak107 caused me to explore the rest of the "Better Buy & Hold" site. I find their approach intriguing in that they're using real-time interest rate data to tweak portfolios.

This post in which they "currentize" the returns for all 16 buy-and-hold portfolios on Portfolio Charts is especially interesting:

https://betterbuyandhold.com/buy-hold-b ... trategies/

Seems like for $50 a year this could be an interesting way to split the difference between a PP or GB and a variable portfolio. Thoughts?

My thought is that I should monitor for a giant drawdown on the order of 19.1% for the HBPP then buy it.

[jhogue]

An interesting take on the future of LTTs in the Permanent Portfolio.

Given its prominent mention of portfoliocharts I hope that Tyler will respond to it.

[buddtholomew]

Missed the link. Thanks Kevin

[Kevin K.]

They do take those factors into account in this post:

https://betterbuyandhold.com/bond-etfs- ... ing-rates/

Using SHY, IEF and TLT:

"Practically speaking, rates can’t fall much further from here, but for the curious: What if rates fell to zero in the coming years? How would Treasury ETFs perform in this hypothetical scenario? Pretty good in the very short-term, but terrible in the long-term.

If rates fell to zero (linearly) over the course of the next 5-years, our three ETFs would return about 2.4%, 5.9% and 16.4% per year. That’s great. But then after that no coupon, nada. And any increase in rates would be devastating for returns."

As the linked post shows, the risk if rates rise is basically without a ceiling. I think their strategy makes a lot of sense.