Barbell vs Ladder vs Bullet: Income and Duration
This lesson is part of the course
In this lesson
You compare three allocations of the same $100,000 by annual income, average maturity, duration and the value change for a 1% rate rise, all with SUMPRODUCT.
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Lessons in this course
- Designing a Ladder: Rungs, Equal Amounts & Maturity Years Locked
- Annual Coupon Income & the Maturity Schedule Locked
- Weighted Average Maturity & Yield of the Ladder Locked
- Rolling the Ladder: Reinvestment at New Rates (Chart) Locked
- Cash-Flow Matching: Buying Bonds to Fund Planned Expenses Locked
- Barbell vs Ladder vs Bullet: Income and Duration Locked
- Inflation & Real Income: Nominal Ladder vs Inflation-Linked Bonds Locked
- Ladder vs Bond Fund: Price Sensitivity with Duration Locked