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Why Buy Bonds?

Why Buy Bonds?. Stocks – Inflation Bonds -- Recession. SIR Chuck McCoy Branch 174 July 18, 2013. Bond Ladders. Help you keep track of your bonds and space out maturities. Where Do I Start?. Microsoft Excel is an easy program to get a ladder going

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Why Buy Bonds?

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  1. Why Buy Bonds? Stocks – Inflation Bonds -- Recession SIR Chuck McCoy Branch 174 July 18, 2013

  2. Bond Ladders Help you keep track of your bonds and space out maturities

  3. Where Do I Start? • Microsoft Excel is an easy program to get a ladder going • Adjust row height and column width to fit the kind of table you want.

  4. What’s A Ladder? • A tabulation of bonds you own which can help you avoid two common problems: • All of your bonds mature at once so you have a potful to reinvest at the wrong time • You have been too conservative or too liberal in bond buying so that your risk/reward ratio is cattywampus.

  5. Start with a Blank Excel Worksheet

  6. Typical Bond Ladder Maturity

  7. Mr. Smith bought some Bonds; here is his handsome portfolio

  8. Mr. Smith’s Ladder Maturity

  9. Mr. Smith’s Ladder Quality

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