Seeking Alpha

Vipin Sahijwani

 
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  • Why You Should Own TIPS [View article]
    ILB is an actively managed ETF by Pimco and that means it is opportunistically invested. I like the fact that it currently has over 40% exposure to emerging market inflation linked bonds. Also, another major position is Italy where the breakeven rate is around 80 basis point.

    Here is the link to more information from Pimco
    http://bit.ly/XmRGtG
    Apr 7 09:31 PM | Likes Like |Link to Comment
  • Why You Should Own TIPS [View article]
    I agree with your idea of building the position overtime but my timeline is much shorter than yours. The global TIPS have a low but positive yield so you are paid slightly while you wait. Again, we are not looking for hyper inflation but only a mild acceleration to make real money from our investment.
    Apr 7 11:51 AM | Likes Like |Link to Comment
  • Why You Should Own TIPS [View article]
    You are correct, there is no inflation at the moment but history has shown us that the onset of inflation is sudden, and it is generally late by then to invest in inflation linked securities.
    Apr 7 11:45 AM | Likes Like |Link to Comment
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