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Investment Grade Bonds.
Investment grade bonds are corporate and government debt securities that bond rating agencies deem are likely to be paid back with interest. With these ratings, investment grade bonds are considered lower risk as they are more likely to be repaid. At GoalVest, we recognize the importance of including investment grade bonds in an investment portfolio, particularly for investors seeking a conservative and diversified source of income. These bonds offer several advantages, such as lower risk, income generation, diversification, and capital preservation.
Floating Rate Bonds.
Floating rate bonds offer variable returns on investment. These rates adjust periodically with the Fed Funds Rate or LIBOR. Traditionally, bonds are considered fixed rate investment instruments, however these bonds offer a unique opportunity benchmarking against the short-term interest rates. This eliminates interest rate risk for investors. Floating rate bonds are attractive to investors who are concerned with maintaining a portfolio return that keeps up with inflation.
Treasury Inflation Protected Securities (TIPS).
Treasury Inflation Protected Securities, commonly referred to as TIPS, are investments issued by the US government and are backed by its full faith and credit. TIPS provide an opportunity for investors to protect their investments against the impact of rising living costs. This advantage is particularly valuable for bond investors who are seeking a level of inflation protection that is typically unavailable in other forms of fixed income investments. One of the key advantages of investing in TIPS is that both the underlying principal and income generated from these securities can increase in tandem with inflation. This unique feature sets TIPS apart from many other investment options, offering investors a reliable safeguard against the erosion of purchasing power caused by inflation. These securities provide a reliable avenue for preserving the value of your investment and ensuring it remains in step with the ever-changing economic landscape.