I am struggling with a question that I am hoping the much smarter folks on this thread can help with. I am currently about 60% TIPS ladder and 40% BIV for my fixed income allocation. I like the idea of diversification between the two assets but at the same time love the safety and predictability of a TIPS ladder. I have held the BIV for years and have been patient (hoping at least) for it to rise with the higher interest rates after getting beat up the last couple years. Is there anyway to make a decent guess between comparing future values of these? In other words, are current TIPS valued at such a price that it is in the "no brainer category" to convert BIV to TIPS or are we more in the "TIPS are a really good deal right now" which could also be said for the intermediate nominal bond funds? Another example, if they were stock funds and one had a cape ratio of 9 and the other was 28, it would be easy for my small brain to understand. Any insights?
I apologize for the ignorant question.
I apologize for the ignorant question.
Statistics: Posted by spacemanspif — Wed Apr 17, 2024 3:59 pm — Replies 3156 — Views 686405
