I am frustrated. I don't try to time the market, and saw major NAV losses in bond FUNDS which constitute a large portion of my fixed income allocation.
The notion that 'this year will be different' is fading fast for me, as i watch my mostly short term bond funds tank - again, as in 2022, WITH equities... and simply not functioning as 'ballast' or offsetting volatility in equities. I also am watching a large investment in small cap equity getting wrecked.
What's the realistic outlook going forward for 1-3 year bond FUNDS. I have a roughly 2.5m assets PF and am worried about where this market is going. I have an hourly advisor who isn't suggesting any changes at all.
Thanks for any perspectives,
The notion that 'this year will be different' is fading fast for me, as i watch my mostly short term bond funds tank - again, as in 2022, WITH equities... and simply not functioning as 'ballast' or offsetting volatility in equities. I also am watching a large investment in small cap equity getting wrecked.
What's the realistic outlook going forward for 1-3 year bond FUNDS. I have a roughly 2.5m assets PF and am worried about where this market is going. I have an hourly advisor who isn't suggesting any changes at all.
Thanks for any perspectives,