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Investment Q&A

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iShares 20+ Year Treasury Bond ETF (TLT $85.24)
- $85.24 Cap: $47.10B
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MFS Charter Income Trust (MCR $6.30)
- $6.30 Cap: $277M
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Credit Suisse Asset Management Income Fund Inc. (CIK $2.97)
- $2.97 Fwd P/E: 6.48X Cap: $157M
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Q: Which of these fixed income holdings is best suited as the 25% fixed income in a retirement portfolio? Alternatively, is a 30/30/40 mix (for a portfolio total of 25%) better? Thanks!

Read Answer Asked by David on December 18, 2023

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