Search found 4 matches

by rrr54
Fri Apr 07, 2023 2:12 pm
Forum: Personal Investments
Topic: Schhwab-Tax Lot Optimizer - able to see which lots chosen before placing trade?
Replies: 10
Views: 886

Schhwab-Tax Lot Optimizer - able to see which lots chosen before placing trade?

When I enter a sell trade on Schwab.com (not the mobile app), and choose the Tax Lot Optimizer method, is there a way to view which lots/shares will be sold before placing the trade?
thx!
by rrr54
Thu Oct 23, 2014 10:54 pm
Forum: Investing - Theory, News & General
Topic: Historical corp bond annual returns?
Replies: 7
Views: 845

Re: Historical corp bond annual returns?

Simplegift wrote:There's an historical corporate bond series kept by the Federal Reserve that might help:

Moody's Seasoned Aaa Corporate Bond Yield

This is monthly yield data from January 1, 1919 to September 1, 2014 and available in Excel format. Hope this helps.

Thanks, this is the kind of data I was looking for! :)
by rrr54
Thu Oct 23, 2014 10:53 pm
Forum: Investing - Theory, News & General
Topic: Historical corp bond annual returns?
Replies: 7
Views: 845

Re: Historical corp bond annual returns?

Welcome! If you are having difficulty finding data (especially over the past 75 years), consider that indexing is a highly competitive business. Index providers consider their products to be intellectual property. A lot of information is not in the public domain for this reason. If the data is not publicly available, then it can probably be found by purchasing a license (or subscription) for the information. I couldn't match your index directly, but I found this one: S&P Municipal Bond 20 Year High Grade Rate Index . Do you have a link to the specific index in mind? Please don't post links to sources which are not publicly available. Information on how to obtain the data through proper channels is fine. (I fixed a typo in your thread t...
by rrr54
Thu Oct 23, 2014 9:45 pm
Forum: Investing - Theory, News & General
Topic: Historical corp bond annual returns?
Replies: 7
Views: 845

Historical corp bond annual returns?

Hi,

I'm trying to find annual corp bond returns for a large index like the 'Standard & Poor's High Grade Corporate Index' for the past 75 years if possible.
Anyone know where I can find this? (need data in a table, per year for use in Excel...)

thanks!