Building Higher Yield Fixed Income Portfolio

DFW_M5 · 11-08-2003, 04:17 AM

If you had > $500K in pension lump sum that you wanted invest as the fixed income portion of your portfolio, what does everyone think of the following allocation:

Mortgage Backed Securities (Ginnie Mae, etc) 45%
Preferred Stocks 15%
Corp Bond/CD 5 yr Laddar 40%

Although there is some degree of risk, this approach could probably yield ~6 to 7+%.

Doug

11-08-2003, 01:01 PM

Re. allocation, I like it. Seems sound to me.

John Galt

11-08-2003, 04:17 AM	#1
DFW_M5 Recycles dryer sheets Join Date: Sep 2003 Posts: 129	Building Higher Yield Fixed Income Portfolio If you had > $500K in pension lump sum that you wanted invest as the fixed income portion of your portfolio, what does everyone think of the following allocation: Mortgage Backed Securities (Ginnie Mae, etc) 45% Preferred Stocks 15% Corp Bond/CD 5 yr Laddar 40% Although there is some degree of risk, this approach could probably yield ~6 to 7+%. Doug

11-08-2003, 01:01 PM	#2
John Galt Guest Posts: n/a	Re: Building Higher Yield Fixed Income Portfolio Re. allocation, I like it. Seems sound to me. John Galt

Thread Tools	Search this Thread
Show Printable Version Email this Page	Search this Thread: Advanced Search
Display Modes
Linear Mode Switch to Hybrid Mode Switch to Threaded Mode

Similar Threads
Thread	Thread Starter	Forum	Replies	Last Post
Overcoming the Fixed Income Fixation	intercst	FIRE and Money	13	08-26-2004 10:47 AM
Question for Ted on Long Term Fixed Income Holding	Cut-Throat	FIRE and Money	19	01-14-2004 07:54 AM
Fixed Income Portfolio Help	DFW_M5	FIRE and Money	4	01-12-2004 03:53 PM
The Scoop on High Yield Bonds	Ted	FIRE and Money	9	12-04-2003 01:03 PM
Starting fixed income ladders	woolybully	FIRE and Money	2	07-25-2003 03:46 AM

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)