| Bond | Type | I Paid (Par) | Today's Price | Fair Value | My Yield | Rate Sensitivity | If Rates Rise 1% |
|---|---|---|---|---|---|---|---|
| US Treasury 4.25% 2027 | Gov't | $50,000 | 99.84 | 100.12 ▲ | 4.31% | 2.8 yrs | −$1,400 |
| Apple 3.85% 2043 | Corp IG | $25,000 | 94.21 | 91.80 ▼ | 4.89% | 12.4 yrs | −$3,100 |
| NYC Muni 3.50% 2031 | Muni | $30,000 | 96.45 | 97.20 ▲ | 3.92% | 6.1 yrs | −$1,830 |
| iShares iBoxx $ IG ETF | ETF | $50,000 | 108.72 | 108.55 ≈ | 4.44% | 7.8 yrs | −$3,900 |
| Verizon 5.01% 2049 | Corp IG | $25,000 | 91.60 | 88.40 ▼ | 5.62% | 14.2 yrs | −$3,550 |
| US Treasury 4.50% 2033 | Gov't | $40,000 | 101.25 | 101.80 ▲ | 4.32% | 7.1 yrs | −$2,840 |
| Microsoft 4.20% 2035 | Corp IG | $20,000 | 98.44 | 98.60 ≈ | 4.38% | 8.1 yrs | −$1,620 |
| CA Muni GO 4.25% 2032 | Muni | $35,000 | 100.10 | 100.85 ▲ | 4.24% | 6.4 yrs | −$2,240 |
| JPMorgan 5.40% 2028 | Corp IG | $25,000 | 101.80 | 100.40 ▼ | 4.82% | 3.5 yrs | −$875 |
| Ally Bank CD 5.10% 2026 | CD | $15,000 | 100.00 | 100.00 ≈ | 5.10% | 0.6 yrs | −$90 |