1Yr·

Bond Invest Update 6

As already announced, anyone who is interested can follow my investment in bonds.

Due to the surprisingly clear announcement of the interest rate cut next year by the FED, I was forced to implement my strategy a little faster before the wild ride takes off without me! 😊

As already announced in the last post, I entered a US bond ETF today - after the euro bond ETF. I will continue to save in both over the course of next year.

Link to the dashboard: https://app.getquin.com/dashboard/eNaHkgNkAu

28.12

iShares $ Treasury Bond 20+yr ETF D

Bought x1000 at €3.343

€3,342.90

5 Comments

Benne@CapitalCyclist

1Yr

I like your strategy. Bonds only - kind of interesting.
What is your annual performance? So what are you hoping for?
Why bonds and no addition of stocks?
Tell me more 😁

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Josef K.@kleberj

1Yr

@DividendCop I have already written that this portfolio is only a part of my overall portfolio. With the bonds, I have a true time-weighted rate of return of approx. 5.1% this year - i.e. essentially approx. 3 weeks. What am I hoping for? Falling interest rates. The lower, the higher the profit.

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Benne@CapitalCyclist

1Yr

@kleberj understand.
What percentage of your total portfolio does the bond portfolio make up?
What happens if interest rates fall only minimally or, in the worst case, not at all?

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Josef K.@kleberj

1Yr

@DividendCop At the moment around 40%. I don't see interest rates not going down. Otherwise I'd have time to sit it out! 😂 Until then, I'll just take the interest!

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Epi@Epi

1Yr

Let me ask you a question (I don't know if you've already said something about this): What is your bond universe? Do you only buy normal government bonds or also other types, e.g. corporate bonds, inflation-linked bonds, iBondETFs etcpp?

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