QBE 0.30% $16.39 qbe insurance group limited

Take profit or take the ride?, page-16

  1. 205 Posts.
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    Yup....26.7B portfolio of which ~85% is in Treasuries, Corporate debt or short term cash so a tad over 100m.

    I've been waiting (and wrong) for over 2 years for bond yields to move. Buying dips and reinvesting divs has my average under $10 now. I'm not calling a trend break in the bond market yet but this time looks the most promising.
 
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