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The Lowdown On Adding Foreign Bonds To Your Portfolio

FYI: (Click On Article Title At Top Of Google Search)

In 2013, Vanguard Group announced a big change in the bondholdings in its target-date and target-risk mutual funds: It shifted 20% of each fund’s bond allocation to foreign debt from U.S. bonds—a proportion it boosted to 30% last year.
Regards,
Ted
https://www.google.com/#q=The+Lowdown+on+Adding+Foreign+Bonds+to+Your+Portfolio++wsj

Comments

  • MAPOX & PRWCX = 51.7% of portf. (Both are balanced funds)
    DLFNX = 2.5%
    PRSNX = 11%
    PREMX = 14.3%
    (Not the entire portfolio.)
    ***************************************
    M* X-RAY shows
    10% Cash
    43% US stocks
    8% foreign stocks
    37% bonds of all sorts.
    .....EM bonds are flying high.
    "World bonds" pretty alright, too.

    I won't be adding. What I will be adding to is a utility stock, to build quarterly divs. for current income in a taxable account. I have 8.5 years before RMDs kick-in on the IRA.
  • Hi Crash, looks like PRSNX has turned out to be a worthy fund.

    Just charted it, DLFNX, and GBOAX (the last global oef I owned), and they have almost identical 3y returns, with DLFNX taking the steadier path to the result.
  • I recently added PFORX (D shares PFODX available ntf at Fidelity), my first foray into world bonds.
  • slick said:

    I recently added PFORX (D shares PFODX available ntf at Fidelity), my first foray into world bonds.

    Why does the yield on Yahoo say 6.92% and Fidelity 1.76%

    http://finance.yahoo.com/q?s=PFORX

    My computation is closer to Fidelity.




  • One's TTM, one's SEC. See M* for both yield figures side by side.

    See also MFO discussion: Difference between TTM Yield and 30 day SEC yield:
    http://www.mutualfundobserver.com/discuss/discussion/18413/difference-between-ttm-yield-and-30-day-sec-yield
  • Thanks msf, always informative :)
  • msf said:

    One's TTM, one's SEC. See M* for both yield figures side by side.

    See also MFO discussion: Difference between TTM Yield and 30 day SEC yield:
    http://www.mutualfundobserver.com/discuss/discussion/18413/difference-between-ttm-yield-and-30-day-sec-yield


    Thanks - I think I like using the SEC 30 day yield, not the TTM.
  • Same here - SEC yield
  • One who is smarter than me years ago, here at MFO, alerted me that the SEC number is the more reliable and accurate. So I have trusted that. Even though my government and its agencies have been lying to me for my whole life. I've come to expect it. ;)
  • Long story short:

    If the market rate for a 1 year bond is 1%, you might buy a bond at:
    - 100 with a 1% coupon (returning 100 in principal in a year),
    - 101 with a 2% coupon (returning 100 in principal in a year), or
    - 99 with zero coupon (returning 100 in principal in a year).

    The current yield on these bonds are roughly 1%, 2%, and 0%. But all of them give you a 1% yield to maturity - you end the year with 1% more than you started.

    That's the idea behind SEC yield - it does for a portfolio with various bonds what yield to maturity (actually yield to worst) does for a single bond. It's more accurate for what you actually earn over time, but doesn't tell you the amount of the next interest check.

    @Crash - the SEC yield is a formula; if it's wrong, it's the fund company that used the formula for its fund that is lying. Regardless, you're right - it's a matter of trust.
  • edited June 2016
    Yup. Numbers don't lie, obfuscate, misconstrue, omit and misrepresent.
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