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Free gold by buying EDV vs TLT

Posted: Mon Nov 25, 2013 4:41 pm
by modeljc
I need to add monies to long bond allocation and some to gold.  How about buying 66% of EDV vs 100% of TLT.  You got 34% to buy GTU @ big discount of over 7%.  Seems like you get approx. 36% free gold with not adding any new money.  Most of my postion is in TLT.  I would buy the EDV in a tax deferred account.

It seems like it just using leverage but you reduce the leverage and have free gold? 

EDV has a little lower expense ratio.  The EDV SEC yield is @ 4.03%! 10,5,3 year returns beat TLT.  Average maturity is about the same. Average duration is about 9 years less with TLT? 

Could this also make sense for a loss in TLT in a tax deferred account?

Re: Free gold by buying EDV vs TLT

Posted: Tue Nov 26, 2013 11:00 am
by modeljc
Also, it seems that it is free cash to spend if you are withdrawing funds.  Or just build up your Cash position awaiting a re balance.