Consists of four buckets of fixed income investments that are added and removed according to our Asbury designed proprietary algorithms. The portfolio will generally be 100% invested in U.S. fixed income, and will move to cash substitutes during downward trends.
1. Core Bond ETFs 20%
We will use multiple actively managed bond ETFs to gain exposure to the core bond market.
2. Investment Grade Corporate Bond ETFs 30%
Investment grade corporate bond ETFs which will move to short term government bond ETFs when corporates are in a downward trend.
3. High Yield Bond ETFs 30%
High yield corporate bond ETFs which will move to short term government bond ETFs when high yield bonds are in a downward trend.
4. Closed - End Bond Fund ETFs 20%
Generally these funds purchase bonds and use leverage to enhance their returns. We invest in diversified bundles of these funds and then determine when these funds should be replaced with short-term government bond ETFs during periods of high volatility.
Diversified 100% bond market portfolio which will aggressively remove risk during declining markets. Our goal is to achieve at least the return of the Bloomberg/Barclays Aggregate Bond Index and protect against major declines.
Fixed Income Portfolio Billing Charged Quarterly ($500,000 minimum initial investment)
0.50% annualized for accounts up to $1 Million
0.42% annualized for accounts $1 Million - $3 Million
0.35% annualized for accounts greater than $3 Million