Talk of The Villages Florida - View Single Post - I know this has been beat to death
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Old 12-03-2024, 09:03 AM
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bragones bragones is offline
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Quote:
Originally Posted by jimhoward View Post
Treasuries are above 4%. So no reason to settle for 3%. If you are willing to have a relatively long duration (e.g. 10 years) in your bond portfolio and mix in agency and corporates, should have no problem getting above 5%. But that is if you own the securities and hold them to maturity. If you have a bond fund then you have interest rate risk, which could help you or hurt you depending on what rates do.

Personally, I keep my bond portfolio duration very short, and just settle for <5%.
You can purchase long term bonds on Fidelity and sell them at anytime on the open market if you decide you don’t / can’t hold them to maturity.