Retirement Quick Tips with Ashley

How To Reposition Your Bond Portfolio


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This week’s theme on the Retirement Quick Tips Podcast is: Time To Load Up On Bonds In 2023?

Today, I’m talking about how to reposition your bond portfolio in 2023 if you find yourself in one of 2 scenarios…Couple common scenarios:

  1. Not enough bonds/too high allocation to stocks

  2. Too many long-term or low quality bonds that are worrisome and risky

Here’s how to reposition your portfolio for higher bond income

  • Sell lower quality bonds even if at a loss

  • Patience with other bonds or funds - wait for maturity or sell a portion of larger holdings with low yields.

That’s it for today. Thanks for listening! My name is Ashley Micciche and this is the Retirement Quick Tips podcast.   

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance

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Retirement Quick Tips with AshleyBy Ashley Micciche

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