To wait for auction or buy on secondary market?

Discussion of the Bond portion of the Permanent Portfolio

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D

To wait for auction or buy on secondary market?

Post by D »

With long term treasuries going down, do you think I should buy on secondary market now or should I wait for the November auction for the new issue? I have no experience buying on secondary market, but in my understanding it's never better, right?

Right now:

30-Year 3.875 08/15/2040 98-06 / 3.98 -1-03½ / .064 10/15
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MediumTex
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Re: To wait for auction or buy on secondary market?

Post by MediumTex »

I don't think it matters.

Do whatever is easiest for you.
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Re: To wait for auction or buy on secondary market?

Post by Storm »

The bond market is highly transparent and liquid.  This means the price of the bonds pretty accurately reflects what it is worth at all times.  I think it is fine to buy either primary or secondary, and the price you pay should be extremely close to the actual value of the bond based on yields.

As I understand it, Harry Browne recommended buying bonds with a 25-30 year maturity date and selling them before they are 20 years to maturity.  FYI, the bonds I purchased on the secondary market are UNITED STATES TREAS BDS 4.37500% 11/15/2039.
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Re: To wait for auction or buy on secondary market?

Post by Greg »

I seem to comment on these old posts a lot, but perhaps because there is so much here and I am but a padawan in need of knowledge.

I've been purchasing 5/1/42 3% bonds lately. Let's say that hypothetically in 6 months the rates get up to 4%. If held in a taxable account, is it more worthwhile to purchase the 3% vs. the 4% since the premium/discount to face value is already accounted for? I'm assuming the premium/discount doesn't take into account whether you keep the bond in a taxable or non-taxable account. I would think a lower coupon option would be better, everything else equal, because you'd then be paying a premium to get a higher percent which means interest taxed as ordinary income. Since the bond portion is more about capital gains, would the 3% be the wise choice?

I realize this falls apart if you said that let's say you had rates go up to 4% in 4 years and the choice between a 2042 3% bond or a 2046 4% bond. The 3% might be less taxable gain due to lower coupon but you'd be purchasing a new one sooner (6 years since it is 4 years old versus buying a fresh 30 year bond).
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