Krugman (🏔️ Fortress of Solitude mode)(@krugman87):As a huge bond bull I warned people for months to stay away from duration. This is why. The yield is great but duration risk can destroy years worth of yield if you are caught too far out on the curve. I've been saying $IEF was the furthest out I was willing to go (around 6 years duration), but a few months back I went 100% $SGOV which is 0-3M t-bills. We need to wait for rates to shake out a bit more before wading into the deep end of the pool. Just collect the 4-4.5% for now and chill.

Krugman (🏔️ Fortress of Solitude mode)

@krugman87

Dad of 5 • Dev • Crypto class of 2019 • Candlestick Whisperer • Demystifier of Squiggles • Creator of the #MulletPortfolio# • Follower of Christ ✝️

参加 November 2022

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Krugman (🏔️ Fortress of Solitude mode)@krugman87

2026.05.15 19:15

As a huge bond bull I warned people for months to stay away from duration. This is why. The yield is great but duration risk can destroy years worth of yield if you are caught too far out on the curve. I've been saying $IEF was the furthest out I was willing to go (around 6 years duration), but a few months back I went 100% $SGOV which is 0-3M t-bills. We need to wait for rates to shake out a bit more before wading into the deep end of the pool. Just collect the 4-4.5% for now and chill.