DiscoverThe Long Term InvestorBond Funds vs Individual Bonds: What’s Best for Your Portfolio? (EP.223)
Bond Funds vs Individual Bonds: What’s Best for Your Portfolio? (EP.223)

Bond Funds vs Individual Bonds: What’s Best for Your Portfolio? (EP.223)

Update: 2025-09-24
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Wondering if you’re making the right financial moves? Let’s build a strategy you can rely on. Schedule a call with Peter to get professional guidance.

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When it comes to bonds, investors often face a tough question: should you own individual bonds or stick with bond funds? In this episode of The Long Term Investor, I break down the trade-offs and explain how bonds really fit into a long-term portfolio.

Listen now and learn:

► Why the primary role of bonds is to reduce volatility, not maximize return
► The trade-offs between owning individual bonds vs bond funds
► Why income matters more than price fluctuations for long-term bond returns
► The hidden problems with bond index funds and the case for an active or systematic approach
► How to think about bonds in the context of your overall portfolio strategy

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

 

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

 

Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

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Bond Funds vs Individual Bonds: What’s Best for Your Portfolio? (EP.223)

Bond Funds vs Individual Bonds: What’s Best for Your Portfolio? (EP.223)