The Bond Dream Room

Discussion of the Bond portion of the Permanent Portfolio

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ochotona
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Re: The Bond Dream Room

Post by ochotona » Sun Nov 10, 2019 5:57 pm

sophie wrote:
Sun Nov 10, 2019 9:00 am
p.s. ochotona you are hereby forevermore "bondtholomew"! Love it.
No, it's "longbondtholomew", or maybe "Longfellow Bondtholomew". I love bonds 10 years and shorter.
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Sun Nov 10, 2019 6:48 pm

Ad Orientem is Long Bond Silver.
Everybody in the commercials is saying they’re here for me. They love me.
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ochotona
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Re: The Bond Dream Room

Post by ochotona » Mon Nov 11, 2019 1:43 pm

BondtholeMEOW
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Mon Nov 11, 2019 1:56 pm

Love the cat, btw. I have a lovely spotted tabby myself.
Everybody in the commercials is saying they’re here for me. They love me.
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Re: The Bond Dream Room

Post by vnatale » Mon Nov 11, 2019 2:53 pm

dualstow wrote:
Mon Nov 11, 2019 1:56 pm
Love the cat, btw. I have a lovely spotted tabby myself.
You reminded me of something I've wanted to ask. But rather than start it as a tangent here I WILL introduce it as a NEW topic.

Vinny
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Re: The Bond Dream Room

Post by boglerdude » Thu Nov 21, 2019 3:32 am

eli5 these emails I get from treasurydirect:

"Press Releases: https://www.treasurydirect.gov/instit/a ... 1120_1.pdf
Regulations for the operation are also available on our website at http://www.treasurydirect.gov/instit/st ... /bbreg.htm
This e-mail notifies you that the Bureau of the Fiscal Service just issued press releases concerning a debt buyback of Treasury securities. Clicking on the addresses listed after “Press Releases” should take you to the Bureau of the Fiscal Service's Internet pages of PDF versions of the actual press releases."
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Thu Nov 21, 2019 4:13 am

Since this isn’t reddit, you might want to e what eli5 means, otherwise you’re going to get two pages of jackson and vinny asking what it means before you get a response.
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dualstow
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Re: The Bond Dream Room

Post by dualstow » Fri Jan 31, 2020 10:33 am

Most of the time, it feels like gold's gains are fleeting.

Bonds on the other hand, really do zig when stocks zag, and profits don't evaporate the next day.
Feels good to own the pp today.
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Re: The Bond Dream Room

Post by boglerdude » Fri Jan 31, 2020 9:58 pm

Anybody got junk bonds?

I have a dollop of FALN, downgraded bonds that institutions cant buy. And bogleheads shun. Buy whats hated right? Or am I convincing myself of the narrative...
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Re: The Bond Dream Room

Post by dualstow » Sat Feb 01, 2020 6:50 am

boglerdude wrote:
Fri Jan 31, 2020 9:58 pm
Anybody got junk bonds?

I have a dollop of FALN, downgraded bonds that institutions cant buy. And bogleheads shun. Buy whats hated right? Or am I convincing myself of the narrative...
Buy what’s hated, of quality assets.
What % of your total is in junk?
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Re: The Bond Dream Room

Post by boglerdude » Sun Feb 02, 2020 10:25 pm

5% so prob doesnt make a difference.

Junk- stock- totalbond- emerging- gold- longtreasury

Image

Hrm. Maybe if the 30yr pops to 3% after the election, like last time, ill move to that.
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sophie
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Re: The Bond Dream Room

Post by sophie » Mon Feb 03, 2020 7:42 am

Wow, the 30 year has now dropped below 2%!

If the 30 year pops up above 3% later this year, that will give me the chance to swap my taxable 3.125% bond that's gained > 25% and is coming up on the 20 year mark (in 2021) for a new 30 year vintage. That would be quite an increase though...still thinking I'm either going to have to donate that holding to my DAF, or suck up the capital gains tax.

Or, perhaps I could put it into the "variable portfolio" and just enjoy the interest payments. What are all of you guys planning to do with your individually held long bonds when they're no longer long?
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