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Any fixed income gurus on the MT?
Posted on 2/28/15 at 9:57 am
Posted on 2/28/15 at 9:57 am
We talk a lot of stock shop on the MT, but I wanted to talk bonds for a second with a focus on an ETF I am using to diversify.
The ETF is IHY (Market Vectors International High Yield). LINK
Currently the ETF is highly exposed to the Eurozone with sleeves of investment across the world. Currency exposure is around 50% USD, 40% Euro, and 10% British Pound. Current yield is around 5.75%.
I can go into further detail about rationale but with this 10,000ft view, what do the qualified MTers think?
The ETF is IHY (Market Vectors International High Yield). LINK
Currently the ETF is highly exposed to the Eurozone with sleeves of investment across the world. Currency exposure is around 50% USD, 40% Euro, and 10% British Pound. Current yield is around 5.75%.
I can go into further detail about rationale but with this 10,000ft view, what do the qualified MTers think?
2
Posted on 2/28/15 at 11:17 am to Cmlsu5618
Define qualified?
Posted on 2/28/15 at 1:47 pm to Cmlsu5618
Most of the posters here have been too scared of the impending sucker punch of interest rate increases to dabble in any kind of sincere duration risk.
I would be down to talk long short debt pair trading, but I don't think anyone on here actually has the means to execute these kinds o trades, so it would just be fodder.
I would be down to talk long short debt pair trading, but I don't think anyone on here actually has the means to execute these kinds o trades, so it would just be fodder.
Posted on 2/28/15 at 2:26 pm to TheHiddenFlask
I could show you charts of long term trends of interest rate climbs where bonds did their job well. I don't expect to receive 6% from a diversified bond portfolio but a fair 3-4% is achievable... even with the doom and gloom of impending rate rises.
I'm using bonds to complement a strong position in stocks to smooth returns.. not play speculative trends or anything.
I think international high yield will be a healthy place for a bond portfolio relative to low risk international bonds that are obscenely low.
I'm using bonds to complement a strong position in stocks to smooth returns.. not play speculative trends or anything.
I think international high yield will be a healthy place for a bond portfolio relative to low risk international bonds that are obscenely low.
Posted on 2/28/15 at 9:29 pm to bovine1
Really I'm just looking for Benny... but I'll take anyone who has objective knowledge on world economics, central bank policies, etc...
Posted on 3/1/15 at 12:35 am to Cmlsu5618
My bond MF's are VFSTX (100% bonds); FASIX (80% bonds); VTINX (70% bonds); and VWINX (62% bonds)
I'm looking more for safety than I am for gains.
I'm looking more for safety than I am for gains.
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