My Bond Tracking LIST

I developed this list of 7 funds to track reaction to interest rate, also wanted to see if by diversifying I could protect principle, keep it stable while collecting the dividends or reinvesting them. In about 12 months of tracking the high was up $6,500 (based on 1,000 shares each) and low was down about $4,500. CUrrent position is UP $1,000 on about $113,000 invested. Again the 1,000 shares could be 100 shares for this purpose.

So far it has done just that, ignoring the ups and downs, it is 1% above it's buy in price. Past performance wouldn't guarantee future results. BLE is a large Muni fund. I would probably add a few more like GIM and even PGH or PVX that generate dividends to add greater diversity and hopefully stability of principle.

The $1K up includes 4 of the 7 that are below buy in and 3 that are above, obviously the 3 above were greater than 4 of the 7 losing. IMHO this approach, not looking for the ONE RISKY HIGH FLYER, but spreading it around can reduce risk.

Recent falling interest rates has not had a great effect on this group of funds.

This is for "entertainment" purposes only....of which I hope I do. ALso my attempt to bring a greater variety of opinion and commentary to my blog. And encourage you to think for yourself and control your own financial destiny. It is in Wall Street own best interest to dumb us down.

BLE
12:00pm
$15.12
+0.02
12,900 Volume
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EFR
12:04pm
17.78
-0.06
58,700
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ETG
12:08pm
19.45
-0.04
84,500
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EVT
12:07pm
20.75
-0.05
79,700

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JTP
12:01pm
13.97
-0.03
24,200
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PCN
12:02pm
15.36
+0.04
45,300

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RCS
12:06pm
12.64
+0.07
21,800