Buy and Sell Rules for Bonds
Reflect
Now that you have narrowed down which bonds will fit your investing needs and preferences and know where to start when it comes to finding the right bond for your portfolio, we've compiled our "best practices" on buying/selling bonds. These guidelines will serve as a basis that you can use when creating your own buy and sell rules for both individual bonds as well as bond funds.
If you've already created your own buy/sell rules for bonds and bond funds, this is a great time to compare your list with ours to see if you're missing out on anything important.
Participate
For this lesson, we challenge our members to compare their own buy/sell guidelines and rules with the official AAII list. We want to hear what the differences are and how you will use these to select which bonds go in your portfolio.
For this activity, please review the attached checklist PDF and answer these two questions in the discussion below:
- In your own opinion, what is the most important rule to follow/create for knowing when to buy and sell individual bonds or bond funds?
- Looking at your own list of buy/sell rules for bonds as well as the AAII "best practices," which ones were similar and which ones were different?
Now, we want to hear about your findings!
Important note: The Buy and Sell Rules for Bonds PDF is attached below.
Download the "Selecting and Managing Your Investments" worksheet
Questions about coursework, webinars, worksheets, etc.? Drop your inquiries in the discussion below. We're happy to help!
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Jenna Brashear
AAII Community Manager
Chicago, IL
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