Why buy bonds
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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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Why buy bonds

Why Buy Bonds?

Stocks – Inflation

Bonds -- Recession

SIR Chuck McCoy

Branch 174

July 18, 2013


Why buy bonds

Bond Ladders

Help you keep track of your bonds and space out maturities


Why buy bonds

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.


Why buy bonds

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.


Why buy bonds

Start with a Blank Excel Worksheet


Why buy bonds

Typical Bond Ladder Maturity


Why buy bonds

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


Why buy bonds

Mr. Smith’s Ladder Maturity


Why buy bonds

Mr. Smith’s Ladder Quality


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