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jyl jyl is online now
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Join Date: Jan 2002
Location: Nor California & Pac NW
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Originally Posted by Sooner or later View Post
When interest rates are climbing you don't want bonds or bond funds.

The best you can do is ladder your bond portfolio
Or sell the long duration and hide out in short duration, floating rate, and (maybe) inflation protected bonds (or bond funds, in some cases), until rates have stabilized. A 1 year T bill is yielding about 2.2% and even a 6 month is yielding above 2.0%. Not much but the interest rate sensitivity is so low, the total return will still be positive.

Of course, there is the scenario that rates keep rising, even long after higher rates have started sinking stock values and slowing the economy, and maybe even in the absence of high inflation. Then you might be hiding out in short duration for a long time. But I'd argue in that situation, the very modest returns of short duration might look good relative to negative returns elsewhere, because a likely cause of that scenario is the US Govt having trouble financing its deficit.
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Old 06-28-2018, 05:36 PM
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