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Old 06-03-2013, 02:01 PM   #21
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Originally Posted by brewer12345 View Post
Since I am staring down the barrel of ESR I am working on deconcentrating my portfolio and swapping individual names for broad indices. But I will always have some portion of m assets in individual stocks and (especially) bonds.

Much of my fixed income allocation is in cash, I bonds and CDs, since I do not like what I see in the bond markets. However, I have bought a healthy chunk of WIW, a closed end bond fund with no leverage and trading at a fat discount.
Hey Brewman,

Any idea what happened to WIW this past month and TIPS in general. Looks like WIW got hit harder than most and is at even more of a discount.

I know tip funds aren't like individual bonds but if I hold for X years will I get back to even?

Thx

Wally
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Old 06-03-2013, 02:19 PM   #22
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Join Date: Mar 2003
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Originally Posted by wallygator69 View Post
Hey Brewman,

Any idea what happened to WIW this past month and TIPS in general. Looks like WIW got hit harder than most and is at even more of a discount.

I know tip funds aren't like individual bonds but if I hold for X years will I get back to even?

Thx

Wally
WIW has slightly (1% or so) underperformed TIP (TIPS ETF) in the last 3 months. The discount has widened a bit and TIPS along with other bonds have been getting hit. This is chiefly about the bond market selling off. The 10 year nominal treasury is over 2% and mortgage rates are moving up to a 4-handle.

Will you get back to even? Search me. That is a question for every investment, especially bond funds. I value this as part of a diversified portfolio.
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Old 06-04-2013, 05:10 AM   #23
Recycles dryer sheets
 
Join Date: Jan 2006
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WIW has slightly (1% or so) underperformed TIP (TIPS ETF) in the last 3 months. The discount has widened a bit and TIPS along with other bonds have been getting hit. This is chiefly about the bond market selling off. The 10 year nominal treasury is over 2% and mortgage rates are moving up to a 4-handle.

Will you get back to even? Search me. That is a question for every investment, especially bond funds. I value this as part of a diversified portfolio.
Thanks as always for your insight.

W
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