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Jesse - The closed end fund does not really solve the problem. The pool of capital is fixed, but that does not mean that you are holding bonds to maturity as you would do with your own bond ladder. The price of the fund is going to fluctuate with interest rates, so you have no assurance of your exit value. In addition, the fund will trade at a premium or discount to the NAV, and that can also be hard to predict.

Good question -- and thanks.


Jesse Levitt

Wondering what your thoughts were on CEF Bond Funds as a way to gain long term exposure to bonds with lower risks of the fund having to sell bonds at disadvantageous moments.


Milk and Honey -- I have actually written quite a bit on this theme. Partly is is what NOT to do -- bond mutual funds, utility stocks, or over-valued names that are trading mostly on yield.

Some ideas of how to play rising rates are part of my 2014 preview --

I hope this helps.


Land of Milk and Honey

HI Jeff, great information!!

>>"You need to have the right mix of stocks to benefit from a rising rate environment."

Do you have a blog posting about what mix of stocks makes sense in a rising rate environment?

Also, I'm finding I'm thinking in 2-3 months the ending of ZIRP in 2015 will come into market's consciousness... and effect rate-sensitive stocks & I should wait to emphasize buying those. I feel like I'm the only one thinking about this. Am I missing something?

Dennis Nigrelli

I enjoyed perspective of Stepping in gradually. I am a new retiree and am setting a goal of 8%+ using a gradual formula.

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