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Premium: The Fixed Income Portfolio Is Now More Aggressively Into Gilts


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 . . .

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