We've been running a fixed income portfolio, almost surreptitiously, on Capitalmind Premium. Here's the set of posts and what happened each time. In 2015, we decided interest rates would fall, so bought some gilt-ish funds. In early 2015, rates were looking like they would fall. (Read post) We got into gilt funds. Rode that change for over two years, and exited in February 2017. This was a decent return - around 10% annualized in two years . . .
Premium: The Fixed Income Portfolio Is Now More Aggressively Into Gilts
Like our content? Join Capitalmind Premium.
- Equity, fixed income, macro and personal finance research
- Model equity and fixed-income portfolios
- Exclusive apps, tutorials, and member community
Subscribe Now
Or start with a free-trial
Already a subscriber?
Login Now
Related Posts
The LongTerm MultiCap Portfolio Revamped
The last few weeks have been...interesting. (I heard there's an understatement of the year award up for grabs). For the world in general, and the tiny ...
Portfolio: Changes in Premium Momentum Portfolio – Apr 2020
It seemed like the month with no end. We did three rebalances through the month reducing equities first to 40% and then to 20% of the portfolio. At the same ...
Follow The Money: How a Global Liquidity Crisis Beat Us Before The Coronavirus
Much as we see the absolute carnage in markets, we tend to blame it on the sinister impact of the virus. But there seems to be something else happening, ...