2 Comments

Buy Short Term Bond Fund DLTNX 5%

July 24, 2013

If you hold medium and long term bond FUNDS or bond etf’s I suggest you start thinking about getting rid of them.  When the Fed starts raising rates (probably within the next year) you will be hurt.  (If you own individual long term bonds, and hold them to maturity, you are fine.  This discussion only pertains to Funds. )

So, what to do.

Look at DLTNX a Short Term Fund that I have talked about before.  The fund was recently priced around $11.40 and is now at $11.04.  It pays around 5% monthly.  I suggest buying up to 10% of your portfolio.  The fund has a very short duration which means you will see very little reduction in the share price when rates rise…..as you continue receiving dividends.  (In 401K plans, use ‘short term bond fund.”) DLTNX is widely regarded as one of the best short term bond funds, by numerous financial advisors.

(Click here for prior comments on DLTNX.)

From Investmentnews.com.  “Mr. Gundlach’s DoubleLine fund is down 0.2 percent in the past month, ahead of 69% of peers, and lost 0.5% this year, beating 81% of rivals, according to data compiled by Bloomberg. Over the past three years, DoubleLine Total Return Bond Fund (DBLTX) gained an annualized 8.1% to beat 99% of similarly managed funds.”

The Double Line Total Return Bond Fund has been knocking the cover off the ball.  What makes this fund unique is the average duration of its portfolio, which is just a tad above one.  This means if interest rates rise, the fund will not lose much value.  This is especially true when  compared to other core bond funds.  If you are worried about rising interest rates causing bond values to drop, the DoubleLine Total Return Fund should be your number one choice. – See more at: http://www.learnbonds.com/doubleline-total-return-bond-fund/#sthash.DHi9YxOr.dpuf
The Double Line Total Return Bond Fund has been knocking the cover off the ball.  What makes this fund unique is the average duration of its portfolio, which is just a tad above one.  This means if interest rates rise, the fund will not lose much value.  This is especially true when  compared to other core bond funds.  If you are worried about rising interest rates causing bond values to drop, the DoubleLine Total Return Fund should be your number one choice. – See more at: http://www.learnbonds.com/doubleline-total-return-bond-fund/#sthash.YDImax9p.dpuf
The Double Line Total Return Bond Fund has been knocking the cover off the ball.  What makes this fund unique is the average duration of its portfolio, which is just a tad above one.  This means if interest rates rise, the fund will not lose much value. – See more at: http://www.learnbonds.com/doubleline-total-return-bond-fund/#sthash.YDImax9p.dpuf
The Double Line Total Return Bond Fund has been knocking the cover off the ball.  What makes this fund unique is the average duration of its portfolio, which is just a tad above one.  This means if interest rates rise, the fund will not lose much value.  This is especially true when  compared to other core bond funds.  If you are worried about rising interest rates causing bond values to drop, the DoubleLine Total Return Fund should be your number one choice. – See more at: http://www.learnbonds.com/doubleline-total-return-bond-fund/#sthash.DHi9YxOr.dpuf
The Double Line Total Return Bond Fund has been knocking the cover off the ball.  What makes this fund unique is the average duration of its portfolio, which is just a tad above one.  This means if interest rates rise, the fund will not lose much value.  This is especially true when  compared to other core bond funds.  If you are worried about rising interest rates causing bond values to drop, the DoubleLine Total Return Fund should be your number one choice. – See more at: http://www.learnbonds.com/doubleline-total-return-bond-fund/#sthash.YDImax9p.dpuf
The Double Line Total Return Bond Fund has been knocking the cover off the ball.  What makes this fund unique is the average duration of its portfolio, which is just a tad above one.  This means if interest rates rise, the fund will not lose much value.  This is especially true when  compared to other core bond funds.  If you are worried about rising interest rates causing bond values to drop, the DoubleLine Total Return Fund should be your number one choice. – See more at: http://www.learnbonds.com/doubleline-total-return-bond-fund/#sthash.YDImax9p.dpuf
The Double Line Total Return Bond Fund has been knocking the cover off the ball.  What makes this fund unique is the average duration of its portfolio, which is just a tad above one.  This means if interest rates rise, the fund will not lose much value. – See more at: http://www.learnbonds.com/doubleline-total-return-bond-fund/#sthash.YDImax9p.dpuf
The Double Line Total Return Bond Fund has been knocking the cover off the ball.  What makes this fund unique is the average duration of its portfolio, which is just a tad above one.  This means if interest rates rise, the fund will not lose much value.  This is especially true when  compared to other core bond funds.  If you are worried about rising interest rates causing bond values to drop, the DoubleLine Total Return Fund should be your number one choice. – See more at: http://www.learnbonds.com/doubleline-total-return-bond-fund/#sthash.YDImax9p.dpuf
The Double Line Total Return Bond Fund has been knocking the cover off the ball.  What makes this fund unique is the average duration of its portfolio, which is just a tad above one.  This means if interest rates rise, the fund will not lose much value.  This is especially true when  compared to other core bond funds.  If you are worried about rising interest rates causing bond values to drop, the DoubleLine Total Return Fund should be your number one choice. – See more at: http://www.learnbonds.com/doubleline-total-return-bond-fund/#sthash.YDImax9p.dpuf
The Double Line Total Return Bond Fund has been knocking the cover off the ball.  What makes this fund unique is the average duration of its portfolio, which is just a tad above one.  This means if interest rates rise, the fund will not lose much value.  This is especially true when  compared to other core bond funds.  If you are worried about rising interest rates causing bond values to drop, the DoubleLine Total Return Fund should be your number one choice. – See more at: http://www.learnbonds.com/doubleline-total-return-bond-fund/#sthash.YDImax9p.dpuf

Go to “HOME” (top of page) for the most current posts.  (Please respond to POLL Click Here)  This blog discusses dividend paying investments that I find appropriate for myself…..and for investors seeking dividends and income.  I am not an investment professional.  You must do your own research before buying any position.  All gains or losses that you realize are based on your choices.

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2 comments on “Buy Short Term Bond Fund DLTNX 5%

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