of my portfolio in VFITX (Vanguard's Interm-Term Treasury) bond fund in a Roth. I was thinking of exchanging it for VUSTX (Vanguard's Long-Term Treasury) bond fund. I know the duration is 5 yrs vs 15 yrs and with rates so low this could be
did +11%! Leverage thos Funds by +50% Long? They would have done even Better ! Even DLFNX did +11% and How did EDV and VUSTX Do Bill? ( +52% and +29%) Alittle Egg on the Face Bill? Might as well compare My MERDX and UMBMX to VFINX! Or my 57
with Options with their Stocks Others Do so with Leveraging . Such as Treasuries, after they have a Loss Value Yr.. eg: VUSTX , -12% in 09', + 9% in 2010 and + 29% in 2011. They will Reduce their Treasuries after a Major Gain Yr ( at or above
1.64 | BBB TGEIX | -0.11% | 7.36% | 5.58 | BB TGMNX | -0.29% | 3.02% | 3.39 | B VBMFX | -0.55% | 0.83% | 5.04 | AA VUSTX | -2.29% | -2.04% | 15.09 | AAA WHOSX | -3.15% | -3.44% | 20.20 | AAA
apy underperforms it's big brother, VUSTX .. Look at the Bigger Picture of since ..... treas. don't do well this Yr, Both VUSTX and EDV will not be favored, But think ..... at how they Recover the following Yr.. VUSTX - 99' vs 00', 03' vs 04' & 05
Leveraged them Long? You're not planning on touching it for 20-40 yrs.. 125% = 8.5% apy 150% = 10.2% apy LT Treas. ( VUSTX ) has a 10% APY for past 10 yrs now.. 150% Long? = 15% apy right? And the New Vanguard, Extend. Long Treas. ETF
for long-term U.S. Treasury bonds amid a period of rising rates look a lot more alarming. Vanguard Long-Term Treasury VUSTX , for example, has posted a scorching 10-year annualized gain of 7.5% during the past decade. But given the fund's
past I have seen more people recommend an intermediate treasury fund like a VFITX instead of a long term fund like VUSTX . VUSTX appears to be more volatile but also more out of sync with equites than VFITX. Is there anything I am missing with
It's like 08' all over again.. and leave alittle on the table..and walk away.. Biggest was LT Bonds ( VBLTX & VUSTX ) and Pro Fund Leverage LT Bond ( GVPIX) at +25.6% the other day.. anyone else doing this with some of their Bonds?
and looking at How they did in The worse Bear since 00-02 and in 99'.. for 08' I've only looked at : VBIIX VBLTX VFITX VUSTX VBMFX VFICX VFIIX Am I wrong? and It appears just maintaining a 33% allocation into Treas, Mortge. and Corps is a compromise