Sunday, May 5, 2019

What should you do if you're light on Bonds?

Here is the link.


published on Jul 21, 2014

15:55/ 35:35

What should you do if you're light on Bonds?

  • Rebalance into bonds, but limit interest-rate sensitivity and keep credit quality high
  • Invest with flexible core fixed-income funds such as Dodge & Cox income, Metropolitan West Total Return
  • If retirement is close at hand and you're notably underweight bonds, de-risk immediately
    • Move bond money to cash
    • Dollar-cost average during a period of months

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