Reinvestment Risk - Coupon Payments?

Discussion in 'Fixed Income' started by kmiklas, May 11, 2023.

  1. kmiklas

    kmiklas

    How do you handle your coupon payments? Not sure what to do with these bits of ca$h that get paid out.

    I try to aggregate them into other coupon and maturity payments until I can compound into another bond buy, but I find them sitting in my sweep account in the mean time. I aim for 10K minimum. Assuming a $20 fee, the penalty is 0.2% off the yield. (20/10000).

    To buy anything less takes a chunk out of the yield when fees and transaction costs are factored in... No sense in paying $20 to buy $1K T instrument; I'm down 2% out of the gate.

    The best I've found are IB and Marcus... rates a/o 2023-05-11 are as follows; These rates change based on market conditions, but I'd imagine the spread will stay proportional:

    4.58% - IB sweep account. [1]
    4.15% - Marcus savings account. [2]

    So I've been keeping them in my sweep account until I can aggregate and lend at a higher rate.

    Any suggestions are welcome.

    Thanks, Keith
    Non-professional - not licensed - opinion only

    1. https://www.interactivebrokers.com/en/accounts/fees/pricing-interest-rates.php
    2. https://www.marcus.com/us/en/savings/high-yield-savings
     
    Last edited: May 11, 2023
    murray t turtle likes this.
  2. 2rosy

    2rosy

    MLPs
     
    kmiklas likes this.
  3. what an amateur thing say lol


    high yield savings or money market funds are your best bet until you can buy more bills/notes/bonds.
     
    kmiklas likes this.
  4. Repoguy

    Repoguy

    How about bidding noncomp in Treasury Bill auctions with your broker ? So the securities stay in your account.
     
    kmiklas likes this.
  5. 2rosy

    2rosy

    +9% and tax advantages. I guess I am bliss