Jul. 15 at 2:15 AM
$SPY Im personally not a bond expert.. and I plan on investing for 30+ years.. but that doesn’t mean I’m not sharpening up my bond skills and learning more about fixed income.. you have to go where the value is at.. and right now with very little risk and elevated bond yields short term T bills and other fixed income allocation is offering some very competitive deals compared to risk assets.. higher bond yields + very little risk makes short term T bills very attractive.. not to mention higher yield bonds as well..
$SGOV $BIL $BND $TLT compared to risk assets which besides the top quality players are trading at steeper valuations.. I know the top mag 6 minus TSLA aren’t expensive.. plus memory players aren’t either cause they were cyclical for so long and markets might be permanently rerating them.. only time will tell.. but still many pockets in the market are pricey.. with S&P valuations at high levels.. but also eps and revs keep climbing too.. maybe cause it’s inflationary
