The complete Rebalix guide

Bonds: from the first bond to the portfolio

Fourteen chapters to understand who has to pay you, how to read a yield, which risks you take on and how to organise maturities — with the Rebalix calculator as a lab and official sources for every claim.

A guide in 14 chapters, being published one chapter at a time

1. 01What is a bond? Loans, coupons and repaymentRead →
2. 02Who issues: governments, companies and supranational institutionsRead →
3. 03A bond’s identity card: ISIN, currency, maturity and clausesComing soon
4. 04Ratings, default and repayment priorityComing soon
5. 05Fixed, zero-coupon, floating, step-up, inflation-linked and convertibleComing soon
6. 06Price, accrued interest and yieldComing soon
7. 07Taxes on bonds: coupons, gains, losses and stamp dutyComing soon
8. 08Maturity and duration: two measures of timeComing soon
9. 09Currency, inflation, liquidity and diversificationComing soon
10. 10How to read the yield curveComing soon
11. 11The yield lab: using the calculatorComing soon
12. 12Bond ladder: building a ladder of maturitiesComing soon
13. 13Bond ETF or many single bonds?Coming soon
14. 14Bonds tested by crisesComing soon

Every chapter states its sources. The lab of the series is the Rebalix bond calculator; the method is described in the methodology.