CONSIDER BUILDING A LADDERED TREASURY BOND PORTFOLIO ONLINE AND FEE FREE

February 16, 2018

CONSIDER BUILDING A LADDERED TREASURY BOND PORTFOLIO ONLINE AND FEE FREE

Buy a series of bonds that mature at different times
TREASURY BOND LADDER

  • Bottom rungs – short-term maturities (1-2 years)
  • Middle rungs – intermediate (5-7 years)
  • Top Rungs – long-term (10-30 years)
  • Diversify interest rates
  • Insulate portfolio from ups & downs
  • Keep up with interest rate changes
  • Get stable income

TO BUY NEW TREASURY ISSUES:
www.treasurydirect.gov
Monthly Auctions
2, 3, 5, 7, 10 & 30 year maturities

  • Minimum investment $100
  • Interest is paid semi-annually
  • Free from state & local taxes

Watch the related WEALTHTRACK episode.


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