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Interest Rate Hedged Income with Low Volatility


This motif provides interest rate hedged exposure to higher yielding corporate debt and low volatility by holding preferred stock. Shorting 7-10 year treasuries and holding 50% of the funds in short term bonds reduces interest rate risk. Excellent for an investor who can not tolerate short term volatility. See More
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Portfolio Index 1 YR Return
Interest Rate Hedged Income with Low Volatility Benchmark
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Weight Segment & Stocks Symbol 1 YR Return
51.6% Short Term Bonds 1.1%
17.3% iShares Short Term National Muni Bond ETF SUB 1.7%
17.1% iShares Short-Term Corporate Bond ETF IGSB --
17.1% 8xxxxxx 8xxxxxxx 8xx 8xxx 8xxxxxxx 8xxx 8xx 88.8%
23.6% Preferred Stock 1.2%
15.0% Corporate Bonds --
15.0% 8xxxxxx 8xxx 8xxxx 8xxxxxxxx 8xxx 8xx 8xxx --
9.8% Inverse Treasuries 0.5%
9.8% 8xxxxxxxx 8xxxx 8xxx 8xxx 8xxxxxxx 8xx 8xx 88.8%
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