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Strategies & Market Trends : Bonds & Bond Funds
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To: KyrosL who wrote (80)1/12/2009 1:26:30 PM
From: peter michaelson   of 161
 
All of that strikes me as maximally sensible, KyrosL. Take some gains, wait for the probable dip. The only difference I have with you is that you are more aggressive. In the mid-December dip, you doubled up while I added only 25% or so.

I have now taken that 25% off the table. Perhaps I ought to sell a bit more. My hesitation is that if there is no inflation in our future, these yields would be very attractive for years to come. I hate to give that up, although I consider it more likely that we will either see the inflation or there will be significant dips if there is not.

I tend to think perhaps too much - I end up not making a strong commitment to any particular future scenario and dilute gains with diversification.

The only case in which that is not true is my marriage - but, then, I was not really the decider there. At the time, I might have chosen diversification there as well. Of course, that would have been a mistake.

Congrats on the excellent performance. Peter
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