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So how did I Bonds perform relative to Bonds?

Posted: Fri Jun 28, 2024 7:07 am
by Matthew19
Given the drastic decrease in bond value from rising interest rates, how did an I bond perform? I’m assuming their liquidation value has held up much better?

Are you guys using these as STT or LTT replacements?

Re: So how did I Bonds perform relative to Bonds?

Posted: Sat Jun 29, 2024 1:37 am
by boglerdude
Cash

Re: So how did I Bonds perform relative to Bonds?

Posted: Sun Jun 30, 2024 2:00 am
by Dieter
Definitely Cash

And, quite happy with them -- didn't lose value; returns spiked during high inflation, don't pay taxes until redeem, no state taxes -- good stuff!

I don't have that much in I-Bonds, so, selling low fixed rate bonds and buying at the current 1.3% fixed rate

(yeah, the current composite rate, 4.28%, is a little lower than some other cash options, but, IMO, good insurance if inflation picks up again, and, taxes deferred)