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JohnB » Comments » BWX

  • 2008 Bonds Wrap-Up [View article]
    Nice review. Thanks. Glad to see LQD back to normalcy. :-)
    Dec 28 15:14 pm |Rating: 0 0 |Link to Comment
  • Money Magazine ETF Recommendations: Keeping It Simple May Be Stupid [View article]
    You're making it too complex for the average investor. Money Magazine's recommendation is very reasonable, if not sophisticated. And Vanguard is hardly a bad ETF recommendation, considering the rock-bottom expenses.
    Apr 10 16:18 pm |Rating: 0 0 |Link to Comment
  • International Bonding [View article]
    From an investment theory viewpoint, I can see the argument for 50% of bond allocation to international. But I think now wouldn't be the best time to pile in, with the dollar having dropped quite a bit already. "Everyone knows" the dollar is in trouble, so I'm thinking contrarian.

    Certainly some international allocation greater than 0% would be prudent. I'd love to see a chart of bond portfolio return vs. risk for various allocations of domestic/international... I've seen such studies for EQUITIES, and usually going from 0% to about 30% international, you are getting higher (historical) returns with less overall risk. That's a no-brainer! Beyond that, both return and risk increases, so the decision isn't so clear cut.
    Dec 21 18:02 pm |Rating: 0 0 |Link to Comment
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