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Create Your Own Bond Ladder: A Guide to Managing Investments

Discover the benefits of building a bond ladder to effectively manage your bond investments. Learn how to easily set up your ladder using Microsoft Excel, allowing you to track your bonds and space out maturities. This strategy helps prevent the pitfalls of having all bonds mature simultaneously or making imbalanced purchasing decisions. Follow simple steps to create a tailored bond portfolio that aligns with your financial goals and risk tolerance, just like Mr. Smith did with his impressive bond ladder.

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Create Your Own Bond Ladder: A Guide to Managing Investments

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Presentation Transcript

  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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