Calculating Bond Risk - Allan Roth

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EvelynTroy
Posts: 328
Joined: Sat Jun 07, 2008 8:35 am

Calculating Bond Risk - Allan Roth

Post by EvelynTroy » Wed Aug 01, 2018 4:08 pm

Allan Roth provides a helpful explanation and caluclation of Bond ETF Interest Rate Risk in his August newsletter.

http://www.etf.com/sections/index-inves ... opaging=1
Intermediate-term rates finally ticked up and, unsurprisingly, bonds lost money. It's important not to assume that this trend will continue. It's also important to quantify interest rate risk and understand how quickly you recover. The chart in this piece does just that. Bonds are boring which is precisely why you need them.


BTW you can subscribe to Allan's monthly newsletter - I always look forward to receiving it, always informative, and written in straight-forward language.
http://daretobedull.com/

Evelyn

boglesmind
Posts: 174
Joined: Sun Jan 05, 2014 1:07 pm

Re: Calculating Bond Risk - Allan Roth

Post by boglesmind » Wed Aug 01, 2018 5:34 pm

EvelynTroy wrote:
Wed Aug 01, 2018 4:08 pm
Allan Roth provides a helpful explanation and caluclation of Bond ETF Interest Rate Risk in his August newsletter.

http://www.etf.com/sections/index-inves ... opaging=1
Intermediate-term rates finally ticked up and, unsurprisingly, bonds lost money. It's important not to assume that this trend will continue. It's also important to quantify interest rate risk and understand how quickly you recover. The chart in this piece does just that. Bonds are boring which is precisely why you need them.


BTW you can subscribe to Allan's monthly newsletter - I always look forward to receiving it, always informative, and written in straight-forward language.
http://daretobedull.com/

Evelyn
Thanks for the reference.

Boglesmind

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