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Old 05-11-2022, 10:32 AM
retiredguy123 retiredguy123 is online now
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Quote:
Originally Posted by daniel200 View Post
Yields are moving in a good way. Short term bond funds like The Vanguard Short Term Bond index (symbol BSV) … have also lost money in the last 3 months as interest rates have moved up. (The price has moved from 79.71 to 77.04 for a loss of $2.67 .. or a loss of 3.3%). Short term bond funds are not immune to rapidly rising rates …

I like short term US treasuries now.
Today you can buy:
6 month treasury with a yield of 1.51%
9 month treasury with a yield of 1.88%
12 month treasury with a yield of 2.18%

You are guaranteed not to lose money on these as long as you hold them until maturity.

I purchase online at Fidelity. But there are many other places to purchase these.
If you buy a 12 month treasury at 2.18 percent and hold it for 12 months, technically you will not lose money. But, if the interest rate doubles 3 months after you buy it, you are losing the opportunity to replace the bond at a higher rate. It's semantics. I prefer to invest in bonds with mutual funds rather than buying individual bonds. I like the liquidity.