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re: Look at bonds
Posted on 4/8/25 at 3:19 pm to The Scofflaw
Posted on 4/8/25 at 3:19 pm to The Scofflaw
an observation/question from a simpleton
i'm 55 and i've been keeping prob an 80/20 portfolio as of late, with an understanding that the bond portion is supposed to protect me somewhat from inevitable downturns
but now and in '22 as equities sold off, the bonds went straight down with them, so, what's the point of keeping bonds in your portfolio at all
i do realize, they're not down quite as moch as equities
i'm 55 and i've been keeping prob an 80/20 portfolio as of late, with an understanding that the bond portion is supposed to protect me somewhat from inevitable downturns
but now and in '22 as equities sold off, the bonds went straight down with them, so, what's the point of keeping bonds in your portfolio at all
i do realize, they're not down quite as moch as equities
1
Posted on 4/8/25 at 3:21 pm to Big Scrub TX
Stupid question but do you know if munis are traded institutionally?
Posted on 4/8/25 at 3:48 pm to beaverfever
quote:Can you clarify your question? I guess I'm not as up to date as I used to be, but all the big wirehouses used to have desks.
Stupid question but do you know if munis are traded institutionally?
Posted on 4/8/25 at 4:21 pm to vince vega
I’m dealing wit the same issues. Took a massive hit in 22 I’m still trying to recover from with my bonds. I bought a bunch at 3.75 then the 10 year jumped and stocks plunged. Looks like the same thing is happening again now. I took a huge hit yesterday when they jumped back up from 3.9 to 4.2. I’m hoping the 10 year comes back down if and when they start cutting rates. I’m ready to sell bonds off without a loss and get into ETFs that can have some growth over time that pay a nice dividend. (Schd, JEPQ, RDVI, etc).
Posted on 4/8/25 at 4:26 pm to Big Scrub TX
I didn’t know if there were professional traders that speculated in the secondary muni market. I was considering your original post and I was wondering if that was just a simple retail pricing reaction or if there were other implications.
Posted on 4/8/25 at 4:33 pm to The Scofflaw
AAA muni yields were up 30+ bps across the curve yesterday.
Up another 20-25 today
A lot of it was driven be technicals
Let’s see what happens tomorrow.
Up another 20-25 today
A lot of it was driven be technicals
Let’s see what happens tomorrow.
Posted on 4/8/25 at 5:41 pm to beaverfever
quote:I'm sure the desks do at least some prop trading and there are some hedge funds where munis are their primary strategy.
I didn’t know if there were professional traders that speculated in the secondary muni market. I was considering your original post and I was wondering if that was just a simple retail pricing reaction or if there were other implications.
Here's notes from my team:
The historic rout caused several deals to be postponed and wiped out total gains for this year, with yields increasing as much as 10 basis points.
The market's sudden shift from buyers to sellers was attributed to tariff-induced selling pressure, with investors unloading securities en masse, causing prices to drop.
Posted on 4/8/25 at 10:21 pm to Big Scrub TX
10 yr 4.4; what a like 2 day move.
Posted on 4/9/25 at 6:32 am to Longhorn Actual
quote:
The bond market signaled that it isn't buying all the doom and gloom
Posted on 4/9/25 at 7:04 am to The Scofflaw
I’m looking at them this morning, and the 10-year yield is up considerably.
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