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- Doug Ingram
Bonds/Expert Profile
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.
Experience in the area
Trading and designing portfolio strategies since 1980.
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 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.
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!
Average Ratings
Recent Reviews from Users
K = Knowledgeability C = Clarity of Response T = Timeliness P = Politeness| User | Date | K | C | T | P | Comments |
|---|---|---|---|---|---|---|
| Kamala | 11/12/09 | 10 | 10 | 10 | 10 | |
| Samantha | 10/14/08 | 10 | 10 | 10 | 10 | |
| Paresh | 07/24/08 | 10 | 7 | 10 | 10 | Thanks for your prompt response, The question ..... |
| Nimit | 04/30/08 | 10 | 10 | 10 | 10 | |
| Richard | 04/29/08 | 10 | 10 | 10 | 10 | Great fast response and the answer was ..... |
Recent Answers from Doug Ingram
2009-11-11 Bonds:
The present value and price are one and the same. It's what the bond is worth now to yield market rates on the future cash flows (maturity value and coupons). For the par value (every $1,000 worth)
2009-10-27 Doubt:
The simplest form would be buying stocks on margin. That allows you to control $20,000 worth of stocks with only $10,000 in you account. That's 2 to 1. Into the 1929 US crash, investors could use 10
2009-10-23 Bonds:
Just call your broker. you will find some are more "liquid" than others. Some should be at profits (depending on when you bought them). If you have corporates or munis, some may be worth less due to
2009-10-12 Money:
There is no clear answer to this question because of long cycles. If you catch a low in land property, that's a valid long term buy. Bonds are usually the safest investment, but they have very low
2009-08-21 Assurance of payout:
Actually, most every brokerage firm uses a pricing matrix to do the market values. The only live markets are the ones traded continuously (like stocks, Treasury bonds, futures, etc.). The only way
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