Invest in fixed income securities with strict risk controls, while seeking above average yield and the best risk-adjusted return potential.
Invest in bond funds with high current yield relative to US Treasury yield. It does not seek capital gain. Rebalancing is based on global credit risk and uncertainty. When global credit risk is high, more high credit quality funds are allocated. When global uncertainty is low, allocation is towards more high yield funds.
TIME HORIZON AND INVESTMENT OBJECTIVE
Short term income generation.
Higher than US treasuries.
Bond asset class only.
ANNUAL MANAGEMENT FEE
1.5%, prorated on a daily or monthly basis.
Disclosure: Portfolio performance result is provided by Covestor. Click chart to see the complete performance calculation information and disclosures. Past performance is not indicative of future results. Investing in this portfolio involves risk, including the risk of principal loss. Don’t invest with money you can’t afford to lose.
Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.
Risk comes from not knowing what you’re doing.
Be fearful when others are greedy. Be greedy when others are fearful.