I talk a lot about stocks and angel/seed investing here on the blog.
Until recently I never had any allocation to bonds.
Charlie Bilello, my partner at Compound Capital Advisors has a great research piece out titled, ‘Bonds, Bubbles and Biases‘. Charlie builds portfolios for high net worth clients who may be adding a bond mix to their portfolio for the first time.
It’s an easy to follow piece with a lot of great explanations of what you can expect from bond returns using current trends and basic math, concluding that investors should be expecting much lower returns from bonds over the next 5-7 years, regardless of the direction of interest rates in the interim. Of course Charlie also includes an action plan.
Have a read or share with a friend you think may benefit.
Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, or an offer to buy or sell any security. For full disclosures, click here.