Here are my targets:
Equity of various types 50% - done
Investment grad bonds of 25%, both treasuries, corporate
High yield bonds 5% - mostly done
Private debt 5% - done
Real estate related - 5% mostly done
Alternative investments 1-2%, mostly done
Inflation (iBonds, commodities) 2-3%, done, handling TIPS as part of bonds
Cash 5% - done
My current bond ladder is hardly built. I have some investment grade and high yield bonds going out in years 2024 to 2028, but not much yet. My gaps are:
1. Invest the rest of the bonds, mostly moving from short term treasuries to longer term corporate, treasury, and TIPS.
2. I don't have a clear mix of what I want from corporate vs treasury vs TIPS. Trying to figure out the right mix.
3. In the meantime, I know I need corporate bonds between 2025-2028'ish.
Saw this and liked the yield and fact it's investment grade.