Q: What is your opinion on this? “Investing: Time for a no-bond portfolio?”
A: Great article, but not helpful to me. In the buy-and hold portion of my portfolio I’m in bonds because they are an easy way to limit losses in declining stock markets. In the timing portion of my portfolio (30% of it in bond funds) I am in bond funds when they are in an uptrendand out when they are in a down trend. The only thing that will make me change is a change in trend, not an article that makes common sense. It may sound strange, but I have done all I can to keep “common sense” out of my decision making process.