I am one year from taking SS at age 66. I consider myself an aggressive/high risk bond investor. I currently hold in roughly equal amounts totaling $255,000 - AGDYX (Alliance Bernstein High Income Advisor), MWHYX (Metropolitan West High Yield Bond M) and MWTRX (Metropolitan West Total Return Bond M). I am quite content with my current mix of multi-sector, high yield and intermediate corporate bonds. I am re-investing the dividends and capital gains until I take the income in about one year. I also hold small positions in two equity funds - EXWAX and FAIRX, in addition to a Roth Fidelity managed IRA. Any suggestions for another bond fund to provide some extra kick or leave well enough alone?
Comments
Regards,
Catch
Can you provide percentages instead of total dollar amounts. It is easier to think about portfolio composition and allocation in terms of percentages.
I'm confused about what you are looking for. Are you only looking for extra kick for the next year? Or will this be a longer term holding where you may be taking distributions as cash.
For extra kick, you can consider adding:
TGEIX TCW Emerging Markets Income I
PLBDX PIMCO Emerging Local Bond D
LSGBX Loomis Sayles Global Bond Instl.
DLTNX DoubleLine Total Return Bond N
All the best,
BY
Few to consider:
Pimco Emerging Local Currency Bond, Institute share, PELBX
TCW Emerging Market Local Currency bond, institute share, TGWIX