Which funds are you using for short and intermediate inflation protection?I am also retired and I use a a short and intermediate term inflation protected bond funds. I use a money market fund for money I want available for the next 1-2 years. I do not use a spreadsheet. I just shift some money from intermediate to short term and then to the mm once a year.
I once used SCHP which I think is the best choice for intermediate TIPS. https://www.schwabassetmanagement.com/r ... fact-sheet
.03 ER
6.7 years...weighted average duration
Pays out monthly Feb.-Nov. and twice in Dec. (I really liked that monthly payout as opposed to every 6 months or at maturity.)
Holds 49 TIPS
Turnover 27.48% yearly
Sometimes I'm tempted to cash all my individual TIPS and buy SCHP...maybe when I'm 90?
Statistics: Posted by hudson — Fri Jul 12, 2024 8:03 am — Replies 15 — Views 1441