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DEEP RESEARCH · RETIREMENT PENSION

Thinking About Long-Term Bond Weight Before February Funding

A short allocation memo while waiting for U.S. long-term bond yields to move above 5%

Written: 2025-01-11 · Retirement pension asset allocation view · STARFOLIO Naver Blog

Investment decisions are your own responsibility. This material is research and is not a recommendation to buy or sell.

0. Bottom line first

At the current point, U.S. long-term bonds are what I find most attractive. If yields move above 5%, I may be able to start with a high long-term bond weight from the beginning of the retirement pension funding.

1. Current thought

The funding is said to arrive sometime in February. For now, U.S. long-term bonds look very tempting. I would like to see the yield move above 5%.

Decision frame before pension fundingStart with the yield level
Before fundingExpected sometime in February
VariableU.S. long-term bond yield
Desired levelAbove 5%
Initial allocationConsider higher long-bond weight
This is an allocation memo based on yield level, not a product recommendation

2. Allocation idea

Interpretation: If yields reach the desired level, I can consider starting with a higher allocation to long-term bonds. This is not a specific product recommendation; it is an asset-allocation note based on the yield level before funding.

Sources

  • Source post: content/네이버블로그/2025-01-11-[퇴직연금투자] 2월중에 입금이 된다고 하는데...md