Questions tagged [bond-funds]
The bond-funds tag has no usage guidance.
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How can I know the historical returns for a Vanguard bond fund, disregarding changes in share price?
This question is really about bond funds in general, but Vanguard funds are what I have experience with, so the details of my question and screenshots will be specific to them. But I hope this ...
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If a US tax resident buys some shares in a municipal money fund and sells them shortly after, do they incur any taxes?
If a US tax resident buys some shares in a municipal money fund (e.g., Schwab Municipal Money Fund SWTXX) and sells them shortly after, do they incur any taxes? The municipal money fund is advertised ...
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How to buy I bond for child and spouse?
To purchase I bond I followed the steps below:
Opened TreasuryDirect account using my SSN and other information.
Purchased a I Bond under my registration.
Created a new Primary Owner registration ...
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How to buy bond index funds only when they are mostly composed by higher interest rate (%) bonds
Vanguard states that their index funds are re-balanced every 4 months or when the management (exceptionally) considers it necessary.
I imagine the FED raising rates several times during 2022 and 2023 ...
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Are inflation protected bond funds a hedge against rate hikes?
Generally speaking, I'm a buy and hold index fund investor, with a long-term time horizon (20+ years). I currently keep ~12% of my account in intermediate-term bond funds. I don't usually make big ...
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When direct bonds investment is better than investment in debt funds?
Some good company (say SBI) bonds have coupon rate of 9%.
Q1. Does this imply that we can better invest in such bonds instead of debt funds (which have < 9% returns)? Or should I rephrase: why ...
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Understanding how bond prices change
I came across following statement regarding Indian debt funds in ValueResearch ebook:
The RBI announced retracting ₹2 lakh crore of banking funds through a 14-day reverse-repo operation in January ...
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How we earn from debt funds?
I was guessing how we earn from debt funds. I know the underlying bonds pay back interest. But I want to know how exactly we earn from debt funds.
I know how NAV of the fund increases in decreasing ...
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Consolidate wealth management / advisors or use multiple?
About 10 years ago, my parents organised a joint account with a financial advisor for me and my sisters, and it was seeded with a lump sum that we all inherited. The advisor is a large "wealth/...
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Does it make sense as a long-term investment to sell Put Options of a Bonds ETF? [closed]
For reasons outside the scope of this question, I'm thinking of selling Put Options of a Bonds ETF. For this to work, there obviously must be a bias for the share price of the ETF to go up long-term.
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user19035
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How can a bond fund have a higher current yield than the bonds it contains?
I'm looking for a place to park funds for a 1-3 year period, which rules out stocks.
I found SFHY, a short term corporate bond fund, which has a current quoted yield of 4.33% and a "YTD Daily ...
user12515
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What is the effect of rising interest rates on a Bond Fund?
For Example:
Assume you purchase $1,000 of a bond fund. If the bond fund has an average duration of 5 years and general interest rates increase 1% , what is the impact on the value of the bond. What ...
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I need cash. What funds or stocks should I sell?
Context
This is a somewhat hypothetical question, but something I need to plan for now-ish.
The general advice in Sweden is to keep 3 months of mandatory expenses in a cash buffer with instant payout ...
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How is that this UK corporate bond index has gone down during the last month, if the UK interest rates are historically low?
The Bloomberg Barclays GBP Non-Government Float Adjusted Bond has fallen down dramatically during February 2021.
However, the UK interest rates are historically low (font: when will interest rates ...
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Inflation linked securities - Euro Government Inflation-Linked big price increase
I find very interesting that Bloomberg Barclays Euro Inflation Linked 10+ (Euro) securities increased their price in the last 6 month with about +4.4%.
Looking on the equivalent USD TIPS my increase (...
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