Author Topic: Should I sell my bond portfolio?  (Read 1779 times)

Quidnon?

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Should I sell my bond portfolio?
« on: December 30, 2016, 07:49:12 PM »
I would make a poll, if I knew how to do that.  I'm not one to sell things that I have bought, as I'm more of a buy & hold person, not a trader.  However, the current state of the bond market is starting to  concern me.  I'd like to know the thoughts on this matter from the deep players on this forum.  Should I sell my bonds?  All of which are government bonds, no corporate.

Silverado

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Re: Should I sell my bond portfolio?
« Reply #1 on: December 31, 2016, 07:09:09 AM »
What does your IPS say?

I looked at one of our accounts and loved seeing the reinvested dividends buying in at lower prices earlier this year. That is going to look good in the future.

Derrian

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Re: Should I sell my bond portfolio?
« Reply #2 on: December 31, 2016, 07:29:54 AM »
 For each of your investments in your asset allocation you should have a reason for both why they are there and the amount that they are in. I find that my IPS has been a great tool when thinking about making changes in response to recent events. If you don't have one, I suggest you spend some time making one before tinkering with your portfolio.

tsukuba

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Re: Should I sell my bond portfolio?
« Reply #3 on: December 31, 2016, 01:28:14 PM »
OAKGX, a balanced fund that has done well for me over the years has put around half their usual US gov't bond holdings into cash.  Risk/return for bonds at this point a concern.  OAKGX not a tax-friendly fund though, good for non taxed accounts only.
https://finance.yahoo.com/q/hl?bypass=true&s=OAKBX%20Holdings&ltr=1

erutio

  • Bristles
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Re: Should I sell my bond portfolio?
« Reply #4 on: December 31, 2016, 02:54:26 PM »
OAKGX, a balanced fund that has done well for me over the years has put around half their usual US gov't bond holdings into cash.  Risk/return for bonds at this point a concern.  OAKGX not a tax-friendly fund though, good for non taxed accounts only.
https://finance.yahoo.com/q/hl?bypass=true&s=OAKBX%20Holdings&ltr=1

What are the reasons you hold that fund?

Quidnon?

  • Bristles
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Re: Should I sell my bond portfolio?
« Reply #5 on: December 31, 2016, 05:56:15 PM »
What does your IPS say?


I'm afraid I don't know what that is.

frugalecon

  • Bristles
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Re: Should I sell my bond portfolio?
« Reply #6 on: December 31, 2016, 06:03:33 PM »
What does your IPS say?


I'm afraid I don't know what that is.

IPS = Investment Policy Statement. Lots of information about this over at Bogleheads.

tsukuba

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Re: Should I sell my bond portfolio?
« Reply #7 on: January 01, 2017, 01:57:26 AM »
OAKGX, a balanced fund that has done well for me over the years has put around half their usual US gov't bond holdings into cash.  Risk/return for bonds at this point a concern.  OAKGX not a tax-friendly fund though, good for non taxed accounts only.
https://finance.yahoo.com/q/hl?bypass=true&s=OAKBX%20Holdings&ltr=1

What are the reasons you hold that fund?

It rode out the 2000-2003 downturn in the market extremely well due to its value orientation, like the downturn didn't even exist.  I mostly sold out of this position last year however.  To the point of the OP, I wasn't looking for the US Gov't bond exposure, as one reason.