How To Buy Treasury Notes & Bonds On Vanguard | Secondary Market (Step-By-Step Tutorial)
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- Опубликовано: 20 июн 2024
- This video will walk you through how to buy secondary market Treasury notes & bonds on Vanguard step-by-step because there are times when you may not want to or be able to buy Treasuries at auction 📢 Learn all about bond investing in our bond courses (and how to build a bond portfolio) while bond yields are high!
⭐ Bond Beginners (our foundational-level bond course): www.diamondnestegg.com/bond-beginners
⭐ Bond Masters (our intermediate-level bond course): www.diamondnestegg.com/bond-masters
⭐ Or get both together & save even more: www.diamondnestegg.com/home#_...
⭐ Join our super-supersaver membership for regular market updates & monthly live member Q&As 👉 / @diamondnestegg
⭐ What's The Difference: Bond Courses vs RUclips Membership: • Bond Investing Basics ...
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*Sources can be found in first pinned comment
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>>> Learn all about bond investing in our bond courses (and how to build a bond portfolio) while bond yields are high join Bond Beginners today (our foundational-level bond course): www.diamondnestegg.com/bond-beginners
Bond Masters (our intermediate-level bond course): www.diamondnestegg.com/bond-masters
Or get both Bond Beginners & Bond Masters together for even more savings: www.diamondnestegg.com/#_paa2isucf
And join our super-supersaver membership for regular market updates & monthly live member Q&As ruclips.net/channel/UCnexoc6tvesvcCEzZhmI-Agjoin
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WATCH NEXT
Our Bond Courses vs RUclips Membership | Which Is Right For You: ruclips.net/video/H5h4Eyh0hjo/видео.html
Bond Beginners Course Sneak Peak | I-Bonds vs TIPS: ruclips.net/video/uXPzbje1g2E/видео.html
Bond Masters Course Sneak Peak | How To Build A Bond Ladder: ruclips.net/video/p90IDmXn19s/видео.html
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Here is the overview for Bond Beginners:
1. Bond Basics
What A Bond Is & How A Bond Works
Why Invest In Bonds
New Issue vs Secondary Market Bonds
Interest Rates & Bond Prices
Current Yield & Yield To Maturity
Always Remember This!
Buying At Par, Above Par & Below Par
Different Types Of Bonds
Wrap-Up
2. The Risks Of Bond Investing
Seven Key Bond Risks
Credit Risk
Interest Rate Risk
Reinvestment Risk/Call Risk
Inflation Risk
Liquidity Risk
Currency Risk & Country Risk
Bond Risk Mitigation Strategies
Wrap-Up
3. US Treasuries Overview
What Are US Treasuries
Why Invest In Treasuries
Where Can You Buy Treasuries
How Are Treasuries Taxed
Wrap-Up
4. Treasury Bills
What Are Treasury Bills (T-Bills)
When Do T-Bill Auctions Happen
Where Should You Buy At Auction
Auto-Roll When Buying At Auction
Where To Find Recent Auction Results
High Rate vs Investment Rate
Reopening Auctions
Cash Management Bills (CMBs)
Buying & Selling On Secondary Market
Wrap-Up
5. Treasury Notes & Bonds
What Are Treasury Notes & Bonds
When Do Auctions Happen
Buying Treasury Notes & Bonds
Auction High Yield vs Interest Rate
Floating Rate Notes (FRNs)
Treasury Zeros (STRIPS)
Wrap-Up
6. TIPS (Inflation-Protected)
What Are TIPS
When Do TIPS Auctions Happen
Nominal vs Real Yields
Negative Yields
How Do You Adjust TIPS For Inflation
Taxes On Phantom Income
Secondary Market Liquidity
Wrap-Up
7. I-Bonds (Inflation-Protected)
What Are I-Bonds
How Does I-Bond Interest Work
I-Bonds vs TIPS
The Annual I-Bond Limit
Wrap-Up
8. Agency Bonds
The Universe Of Bonds
What Are Agency Bonds
How Are Agency Bonds Taxed
Treasuries vs Agencies
Who Might Want To Consider Agencies
Yield-To-Call & Yield-To-Worst
Where Can You Buy Agency Bonds
Wrap-Up
9. Municipal Bonds
Our Bond Universe Gets More Complex
What Are Municipal Bonds
How Safe Are Munis
How Are Munis Taxed
The De Minimis Rule
Social Security & Medicare Premiums
Treasuries, Agencies & Munis
Who Might Want To Consider Munis
Wrap-Up
10. Corporate Bonds
Our Bond Universe Is Complete
What Are Corporate Bonds
How Safe Are Corporates
Corporate Bond Hierarchies
Five Key Features Of Corporate Bonds
How Are Corporates Taxed
Treasuries vs Corporates, Etc.
Who Might Want To Buy Corporates
Wrap-Up
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Here is the overview for Bond Masters:
1. Stocks vs Bonds
Historical Performance
Are Bonds Really Less Volatile
Why Invest In Bonds
Accumulation vs Decumulation
Allocation of Stocks vs Bonds
Wrap-Up
2. Which Bonds Might Be Right For You
Treasuries & Other Types of Bonds
Nominal vs Real Yields
Inflation vs Non-Inflation-Protected
Taxable vs Tax-Advantaged Accounts
Wrap-Up
3. Bond Ladders & Other Bond Strategies
Normal vs Inverted Yield Curve
What Is A Bond Ladder
5 Important Bond Laddering Questions
Laddering When Rates Are Rising
Laddering When Rates Are Falling
Laddering When Rates Are Uncertain
What Is A Bullet
What Is A Barbell
Wrap-Up
4. Holding to Maturity vs Selling Early
Why Hold to Maturity
When To Sell Early Before Maturity
Tax Implications Of Selling Early
Wrap-Up
5. Individual Bonds, Bond Funds, Etc.
Why Buy Individual Bonds
Why Buy Bond Funds
Bond Fund Considerations
Key Bond Fund Concepts
CDs vs Treasuries
Other High-Yield Investments
Wrap-Up
6. Our B.E.S.T. Model Portfolios By Age
Our B.E.S.T Model Portfolios By Age
Model Portfolios In The Industry
B.E.S.T Model Portfolio Difference
How Much Do You Need To Retire?
How I Use The Rules of 100, 110, & 120
B.E.S.T Model Portfolios (20s)
B.E.S.T Model Portfolios (30s & 40s)
B.E.S.T Model Portfolios (50s & 60s)
B.E.S.T Model Portfolios (70s+)
Wrap-Up
7. The Decumulation Phase
What Is The Decumulation Phase?
Bear Markets & Recessions
What Can You Do In Bad/Bear Markets
Decumulation Tax Considerations
The 4% Rule
The Bucket Strategy
The Flooring Approach
Jen’s Bucket Strategy With A Twist
Wrap-Up
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SOURCES & FOLLOW-UP VIDEOS FOR TODAY'S VIDEO:
How To Buy T-Notes & Bonds On Fidelity: ruclips.net/video/coERtUZH0ew/видео.html
How To Buy T-Notes & Bonds On Schwab: ruclips.net/video/DaGlJ3gYCnE/видео.html
Auction vs Secondary Market T-Notes & Bonds: ruclips.net/video/_kIoPvd7bwE/видео.html
Why Buy On The Secondary Market: ruclips.net/video/k1IFWXmJTRk/видео.html
What Is Accrued Interest:ruclips.net/video/PdFkteP0xhI/видео.html
Vanguard's Website: investor.vanguard.com/home
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Very much appreciated Jennifer !! You made navigating the VG site so easy.
Thanks Jennifer!!!
Thanks so much for your great work
I did find out something new in the Vanguard bond/notes purchase screen. After the quick search screen,I've always chosen the Treasuries next after seeing the current yields per length. In the following screen I've chosen Auction rather than secondary market. I didn't know that more options in length could be found bv just choosing the exact treasure yield in the quick search screen. Thanks for the tip! I don't really buy many bonds, at least before the end of last year.
Excellent video
Please note that at Vanguard if you don't have a margin account you must have sufficient settled funds in your sweep account before you can purchase treasuries. That means if you transfer funds electronically from your bank to your Vanguard settlement fund, you must wait 7 days before placing your order due to a 7 day hold Vanguard places on these funds. Schwab does not have such a restriction, but Schwab's interest paid on its sweep accounts is extremely low.
Thanks for sharing Peter.
Remind me, does Fidelity also have a 1K minimum buy/sell on treasuries? I've bought brokered CDs and Secondary T-Bills on VG before and like the filter functions but Vanguard user experience leaves much to be desired. They say they do this to deincentivize excessive trading.
yes