如果考虑持有到期，也许直接买 secondary market t-bond 比 TLT 更好

来源: slow_quick 于 2023-10-02 10:15:36 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (224469 bytes)

散户买 secondary market t-bond

a) 买卖 minimum amount 比较大（今天在 Fidelity：2.875 5/15/2043 ask yield = 5.049, min 200K）

b) 要卖掉 bid-ask spread 大一点 (2.875 5/15/2043 bid-ask 73.053-73.127, TLT bid-ask spread 1 cent)

T 2.875 5/15/2043 modified duration ~= 13.7 year

TLT expense ratio ~= 0.15%, yield ~= 4.920, modified duration ~= 16.5

T 2.875 5/15/2043 is less risky and has better yield, has no expense ratio.  Larger bid-ask spread when you want to sell.

 

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