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Strategies & Market Trends : Bonds & Bond Funds -- Ignore unavailable to you. Want to Upgrade?

To: Archie Meeties who wrote (149)1/29/2010 3:24:41 AM
From: KyrosL  Respond to of 161
 
I am almost completely out of junk bond funds, and have lightened somewhat on muni CEFs. Portfolio is now:

48% cash, TIPS, CDs, short term bonds

28% bonds, of which 25% munis, 1% junk, 1% investment grade, 1% emerging market.

19% stocks

5% precious metals, mostly gold



To: Archie Meeties who wrote (149)1/29/2010 9:41:54 AM
From: Cogito Ergo Sum  Respond to of 161
 
I'm > 70% cash and out strongly lots of yield plays ... Considering the % of GDP attributable to inventory building though I cannot really see this as more than a blip at this point wrt to rising interest rates significantly..

EDIT: Lots of my yield plays were trusts so there is the end of 2010 issue I'm considering also...


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