MFOHome About Commentary Discussions Funds The Best Resources Support Us!

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Sign In Register

Categories

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

Equity v Bonds, 1 year. You kidd'in me? Nope

catch22catch22
in The Bullpen
So, one may do the hypothetical and presume you came into $500k to invest equally into the 7 holdings in the chart. The investment choices are among those readily available and a few that have been discussed here. A 30/70, equity/bond mix would be the result, more or less; and indicates a fairly conservative portfolio postions. The chart contains: SPY, DSEEX, LQD, EDV, IEF, IOFIX and BAGIX ; showing total returns for 1 year, to date. No in and out buys/sells or market timing. The right end of the chart will provide a ballpark % return view; but you may hover the pointer/cursor on any graph line for the exact % return to date.

Equity versus bonds, 1 year chart, total returns

Well, anyway; just taking a view of a time frame and how things look for same. You may be somewhat surprised with the results.

Have a good remainder,
Catch
Sign In or Register to comment.