Doug Ingram - Bonds - Investing for Beginners - Money

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Expert Profile: Doug Ingram

Expertise: Fixed income portfolio allocation and strategies for institutional investors. Having designed multi-scenario risk quantification and cash flow projection models for nearly 25 years, Strategic Technical Initiatives can answer your regulatory, SFAS 115 allocation, securities selection, and other questions dealing with yield curve placement and portfolio mix strategies. I perform detailed portfolio analysis and strategy ideas for SAMCO Capital Markets. We are Dallas based, and I am in the Memphis office.
Trading and designing portfolio strategies since 1980.

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What do you like about this subject? Controling risk while maximizing return is a never ending battle. No one has a perfect portfolio, and unlike equities, bonds are always on a path towards maturity and riding on a dynamic yield and spread curve. Small changes like reallocation through bond swaps or portfolio mix can enhance income and improve overall performance.

Something controversial or provocative about this subject CMOs and derivatives are not dangerous. Not understanding the risk, reward, and cash flow attributes of what you purchase IS!

Something interesting about this subject that others may not know: Short portfolios are NOT conservative. The short portfolio is speculating that interest rates will rise. The long portfolio is speculating that rates will fall. The key for portfolio managers is to establish investment parameters that accomplish the goals and objectives of the entire operation.

Average Ratings
Prestige Points: 2520
Knowledge	9.78 Best of the best
Clarity of Response	9.84 Best of the best
Timeliness	9.64 Best of the best
Politeness	9.94 Best of the best
Number Of Questions (in Past 24 Hours)		0
Max Questions to be Asked (in 24 Hour period)		2
Total Questions (since joining AllExperts)		332

Recent Reviews from Users

Knowl	Clarity	Time	Politeness	Date
10	10	10	10	10/14/08
10	7	10	10	07/24/08
10	10	10	10	04/30/08
10	10	10	10	04/29/08
10	10	10	10	03/24/08

User Comments

Thanks for your prompt response, The question is part of my assignment. Paresh
(Paresh on 07/24/08)

Great fast response and the answer was right on point! Thanks mucho!
(Richard on 04/29/08)

Thank you so much for your help. I was pulling my hair out. Sometimes it just takes another set of eyes.
(Marianne Spraggins on 03/24/08)

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Recent Answers from Doug Ingram

2008-11-17 Beginners Reading: You can find most of your answers on the internet. http://www.treasurydirect.gov/ http://www.treasurydirect.gov/indiv/products/products.htm Though this covers government debt, municipal and corporate...

2008-11-09 Question: Normally, all it takes is initiative. Show up with a willingness to work and learn. There are often many areas within even a small company where someone needs help. You also have an advantage as some...

2008-10-10 Derivatives: I didn't reject this question intentionally - I pressed the wrong button. Derivatives represent a very broad base. They can be as simple as the interest or principal of a bond that is split into...

2008-07-21 coupon Stripping: Actual - all bonds are priced this way. Every cash flow is discounted to the point where the cash flow occurs Even a coupon bond can be thought of as pricing all the strips. 100 paid in one...

2008-07-07 Vanguard New York Long-Term Tax-Exempt Fund Investor Shares (VNYTX): You get some diversification that way. I can't fault your thinking. If you did invest in the individual bonds, they wouldn't be as liquid and you could have some other issues with valuations if you...