barbelling Portfoliozusammensetzung aus Anleihen mit kurzer und mit langer Restlaufzeit
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| Language pair: | anglais vers allemand |
| Definition / notes: | This bond investment strategy takes the idea of laddering to the limit. Instead of dividing your bond portfolio among issues that mature at regular intervals during the period you select, with �barbelling� you split your investment equally between bonds that mature very quickly and bonds that mature at whatever distant date you select. (The name �barbelling� comes from the idea of having heavy weights widely separated but still connected.) In our 10-year example, you�d use half your bond investment funds to buy bonds that mature in six months or a year, and the other half to buy bonds that mature in about 10 years. This configuration gives your portfolio price stability, because short-term bond prices don�t fluctuate much, and you�re not going to sell the longer-term issues any time soon. The relatively high interest rate you obtain from your longer-term bonds tends to offset the risk that next year you might have to reinvest significant funds at a lower rate. |
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