What happens to your portfolio when (if) interest rates rise?

When (if) interest rates rise, perhaps in 6 months or sometime around when my grandchildren are graduating space college, there will likely be some pressure on various portions of your portfolio. But where? And how bad might it be? And for what duration will the pain last?

We can’t know in advance. But we can try to get an understanding of what went down during previous hiking cycles. This will be the hysterical topic du jour in the financial media for the rest of the summer (trust me, I attend the planning meetings). My new article for Fortune Magazine, published today, encompasses all of the historical context you need to inure yourself (and your portfolio) from the noise.

I hope you enjoy it:

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Read also:

My partner Michael Batnick has a companion blog post on our research into the topic, with some additional insights.  (Irrelevant Investor)

JC says don’t hold your breath for a rate hike anytime soon anyway (All Star Charts)

Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities, please see my Terms & Conditions page for a full disclaimer.

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