Tips for setting up TreasuryDirect

david_nedved's Avatar

david_nedved

06 Feb, 2018 10:02 PM

Hi All,

I'm pretty comfortable with MD and brokerage accounts, now I'm poking around with TreasuryDirect and would love to tap into existing best practices. I just bought $1000 worth of 4 week t-bills to be issues 2/15 just to figure the system out. I have no idea how much this will cost, assuming $999.xx which will get taken from my checking account into an investment account I created for TreasuryDirect. Then when it matures I'll transfer $1000 back from investment into checking. That much I get.

I'm curious what I should make in terms of securities to track in that investment account? Should I create a security for 4-week t-bills in general or should I create a security specifically for the 4-week t-bills issued on 2/15/18? When should I update the value of the bills? Anybody got any advice on what works long-term? Once I get my head wrapped around the shorter term bills I do plan on building a ladder of longer-term bonds and want to set it up right for long-term tracking.

Thanks!

  1. System closed this discussion on 08 May, 2018 10:10 PM.

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