Ben Carlson article on why bonds are still part of the "Holy Grail"

[VanWinkle]

This article seems to make the point that recent bond problems are not the norm and he believes(as I do) that they are still part of the correlation differences for a successful portfolio.

https://awealthofcommonsense.com/2024/01/the-holy-grail-of-portfolio-management/

VW

 

[Time2]

This article seems to make the point that recent bond problems are not the norm and he believes(as I do) that they are still part of the correlation differences for a successful portfolio.

https://awealthofcommonsense.com/2024/01/the-holy-grail-of-portfolio-management/

VW

At 68, wife 64, we have not owned any bonds, all index funds with a little in REITs, with some cash and property (pending a sale within 6 months).
This article kinda pushes me closer, on the other hand, my investing now is for my kids inheritance, my wife and I can easily live on 1/2 of our portfolio. In 11 months we'll start SS and our WDR will be under 1%.
I'm still flailing about with the idea of holding bonds--for years. I do understand with the high rates, now is a good time as they will increase in value if/as rates drop.