My investment plan calls for a certain % of asset allocation to TIPS, which way back when meant the standard TIPS index fund (say duration 6.6 years) - I guess we would call that intermediate term? Anyway, now forced into these short term TIPS (duration 2.4 years) funds in a workplace account, for example, does anyone have an opinion as to how to account for them? I reason that I am getting roughly the same CPI-inflation protection exposure? But somewhat less of a duration, in terms of real rates? Anything less than 100% vs. the old TIPS funds I would call cash. My spreadsheet is smart enough to fix things like this - say for instance an emerging markets fund is only 80% EM - but only if I am smart enough to give it some weightings to work with. Thanks.
Statistics: Posted by Tramper Al — Sat Nov 30, 2024 5:48 am — Replies 40 — Views 2232