Entry23.92→Now23.91
Short-term Treasuries suit elderly in high-tax states Open original source
SCHO Schwab Short-Term U.S. Treasury ETF Loading... : Investor Sentiment and Bull/Bear Views
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05:41
Sep 14
Sep 14
Short-term Treasuries suit elderly in high-tax states
The author argues that for investors aged 87 and 92, a large portion of holdings should be in short-term bonds with a 2-3 year average duration. In high income tax states, a short-term Treasury fund like SCHO makes sense because Treasury interest is exempt from state tax, and the author cites a yield of roughly 4.3%. The main risk implied is that short-term bonds offer limited growth and yields can change.
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About SCHO Investor Commentary
Across the available history and selected sources, Buzzberg tracks SCHO (Schwab Short-Term U.S. Treasury ETF) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Past 7 days, before deduplication: 1 bullish. Latest voices: u/turtle_hurtle.