Personal Investments • Re: Questions about two "bonds"

1. Brighthouse Financial Inc. Jr. Sub. Deb. 2058 6.25% (BHFAL). My advisor bought about $35,000 worth at about 25.00. Currently trades at $21.19...

2. Stifel Financial Corporation Senior Notes 5.2% due 2047 (SFB). Unfortunately I'm stuck with close to $50,000 worth at almost 25.00 cost basis. Now it's trading at $21.31...

If you were stuck with these, what would you do?

If you had ~$71,000 of you favorite equity fund, would you sell it and buy the two above positions? Because, by holding onto them instead of selling to buy that equity fund now, that is effectively what you are doing.

I would sell what you don't agree with anymore and make your portfolio look the way you want it to in the next couple of days.

Founding Father

Statistics: Posted by FoundingFather — Sun Feb 09, 2025 9:20 pm

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