[請益] bnd有退稅而且YTM=2.51%
我有配置20%在bnd
其他是VTI(60%) VXUS(20%)
之前有想過現在利率很低幾乎只會升
但是我今天查了BND YTM=2.51%
就是如果裡面債券一直握有到到期有2.51%年化報酬
當然不考慮再投資風險(利息的部分)
而且我發現TD有退稅給我
本來我以為3%的利息要被扣30%
少了1%報酬
但沒有
所以bnd預期報酬應該還是有2.x吧
是不是沒有想像中差？
還是說要考慮升息風險(avg duration 6.01)
但是如果bnd裡面的bond都是hold to maturity
那是不是利率風險較不需考慮？
謝謝
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