DayCents

Bond

A bond is a loan you make to a government or company in exchange for regular interest payments and the return of your principal at a set maturity date. Bonds are generally less volatile than stocks, which is why they anchor the 'safer' side of a diversified portfolio.

Bond prices move opposite to interest rates, because a bond paying 3% is worth less once new ones pay 5%. How much less depends on duration: the longer until maturity, the more the price swings for a given rate move, which is why long-dated bonds are not the safe holding their reputation suggests. Holding an individual bond to maturity returns your principal regardless of the path, while a bond fund never matures and so shows the price change directly. Treasurys carry the government's backing; corporate and municipal bonds pay more to compensate for default risk, and municipal interest is often exempt from federal tax. Portfolios shift toward bonds as the money is needed sooner.