Amortized Bond

  

Categories: Bonds, Muni Bonds

The Simple: You buy a bond that comes due in 10 years. It has a coupon of 7%. But instead of paying par value of a grand, you've bought it at $800. So over the course of 10 years, you'll amortize the appreciation of that bond from 800 bucks to a grand at the pace of 20 bucks a year....assuming it's not distressed or in trouble in some other way.

And oh, by the way, you'll pay ordinary income tax each year on that 20 bucks of gain. Sorry. Bonds are a tough way to get wealthy. (Unless you're E.L. James, but that's a different type of bonds.)

Related or Semi-related Video

Finance: What is Amortization?49 Views

00:00

Finance a la shmoop what is amortization alright come on now people

00:07

sing it with me when you repay your loan overtime on your own that's amortization [man singing serving food and dogs jump up]

00:14

doesn't everyone know that song i was raised as a kid with that at bedtime

00:18

all right well sorry about that every now and then Beyonce being Crosby has to [Beyonce on stage]

00:22

you know let out her inner self here so yeah amortization big word let's make it

00:27

smaller we've got the root word Mort in there which means death and yeah [Mort highlighted in yellow]

00:33

basically when you're amortizing alone you're killing your obligation to pay it [a knife pulled on the loan]

00:37

and softly, killing softly with his song and yes another way you're gradually reducing

00:44

your obligation by paying back the loan you know whatever you borrowed your

00:47

amortizing all right so once a loan is fully amortized the amount you owe is [loan bill due amount]

00:54

zero like you paid it all back all right well that's one definition of the term

00:58

amortization also refers to a fancy way of allocating costs like you pay a

01:06

thousand dollars for an amazing bed mattress well did you get value from it [man paying $1000 for a bed and hands cash to woman]

01:11

well if you use it a lot you'll amortize the cost in such a way that the bed on a

01:17

per night basis is cheap how so well if you sleep on it for 2,000 nights before [calculation for value of bed]

01:24

you toss it some dumpster somewhere you paid 50 cents per night for your bed got

01:30

it fifty cents times two thousand that's a grand and that's like a nickel of hour of

01:34

use if you're know sleeping 10 hours a day or using it ten hours a day and [man sleeping in vibrating bed]

01:38

that assumes it's just you in the bed all right well what about a prom dress

01:41

or a tux well the finest Walmart prom dress runs [girl holding a prom dress for $300]

01:45

about 300 dollars but you wear it once before Tyler Hendricks vomits on it and [Tyler vomits on girls prom dress]

01:50

well and you're done so it cost 300 bucks for one night or

01:56

about fifty bucks an hour for the six hours you wore it before tossing it yeah

02:02

way expensive per use because you only had six hours of amortization the dress [calculation for the value of prom dress]

02:08

well loans work the same way you borrow 120 grand to buy a home with a 30-year

02:12

mortgage over those 30 years you amortize the loan or allocate the paying [woman receiving a 30-year loan for a mortgage]

02:17

down of that 120 k you just borrowed over a long period of time so you know

02:24

something keep in mind the next time you go shopping for a bed or a dress [a couple shopping for a bed]

Up Next

Finance: What are Fixed Assets, Tangible Assets and Intangible Assets?
32 Views

What are Fixed Assets, Tangible Assets and Intangible Assets? Fixed assets are long term, illiquid assets that are necessary for a company’s oper...

Finance: What is Bond Amortization?
7 Views

What is Bond Amortization? Bond amortization is simply the spreading out of the cost of the bond over time. Bonds have amortization schedules and t...

Finance: What is an LLC?
4 Views

What is an LLC? LLC stands for Limited Liability Company. It is a hybrid type of company that combines the corporate protections of separating corp...

Find other enlightening terms in Shmoop Finance Genius Bar(f)