When to Exchange Equity for Fixed Income Investments

Robert P. Kurshan
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Robert P. Kurshan: Fellow, Cadence Design Systems (retired)

Chapter Chapter 5 in Investment Industry Claims Debunked, 2022, pp 117-135 from Springer

Abstract: Abstract Equity is exchanged for fixed income investments (and cash) at propitious times and only to cover anticipated expenses. Each exchange occurs within an allocated time span, upon a trigger condition, as described in Chap. 4 . Too short a span risks missing a trigger and thus a loss from needing to sell depressed equity. Too long a span risks holding fixed income investments longer than needed, leading to a shortfall in portfolio appreciation (since equity appreciates faster than fixed income investments).

Date: 2022
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DOI: 10.1007/978-3-030-76709-9_5

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