Siirry offline-tilaan Player FM avulla!
Kuuntelemisen arvoisia podcasteja
SPONSOROITU
Ep #224 - Mailbag! Should I Sell My Bond Funds That've Lost Money?
Manage episode 406201217 series 3268443
Welcome to another mailbag episode.
It’s not a surprise that the value of bond funds has gone down with the high interest rates in the past couple of years. But is it a good enough reason to dump your bond funds over it? In this mailbag questions episode, we discuss PIMCO Total Return Instl.., the risks of dumping your bond funds, debt payments, and more.
[03.34] Total return fund – Starting the conversation, Grant talks about the PIMCO Total Return Instl. and its status in recent years.
[07.21] Bond funds – Things to consider about bond funds.
[14.00] Risks – Grant explains why it’s not a good idea to dump your bond funds just because they had a bad couple of years.
[20.00] Paying off debts– Grant explains why it’s not a good idea to take out all your bond funds and pay off your debts.
[30.40] Great Depression – Grant tells a story about one of his clients and explains why taking out money and paying off debts can work for some people.
Resources
SEC 30-Day Yield Definition, Formula, Calculation, Example
100 jaksoa
Manage episode 406201217 series 3268443
Welcome to another mailbag episode.
It’s not a surprise that the value of bond funds has gone down with the high interest rates in the past couple of years. But is it a good enough reason to dump your bond funds over it? In this mailbag questions episode, we discuss PIMCO Total Return Instl.., the risks of dumping your bond funds, debt payments, and more.
[03.34] Total return fund – Starting the conversation, Grant talks about the PIMCO Total Return Instl. and its status in recent years.
[07.21] Bond funds – Things to consider about bond funds.
[14.00] Risks – Grant explains why it’s not a good idea to dump your bond funds just because they had a bad couple of years.
[20.00] Paying off debts– Grant explains why it’s not a good idea to take out all your bond funds and pay off your debts.
[30.40] Great Depression – Grant tells a story about one of his clients and explains why taking out money and paying off debts can work for some people.
Resources
SEC 30-Day Yield Definition, Formula, Calculation, Example
100 jaksoa
Kaikki jaksot
×1 Ep #252 - What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets? 34:47
1 Ep #251 - We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks? 33:27
1 Ep #239 - The Secret Sauce of Buying & Selling Businesses with Jeremy Harbour and US Stock Market Concentration 46:00
1 Ep #236 - The Trump Verdict, T+1 Trade Settlement, and Special Purpose Acquisition Companies 32:14
1 Ep#231 - Investment Wholesaling, Financial Planning, and the CFA Exams With Tony Matheson 1:05:19
Tervetuloa Player FM:n!
Player FM skannaa verkkoa löytääkseen korkealaatuisia podcasteja, joista voit nauttia juuri nyt. Se on paras podcast-sovellus ja toimii Androidilla, iPhonela, ja verkossa. Rekisteröidy sykronoidaksesi tilaukset laitteiden välillä.