- Wealth PMS (50L+)
The Fixed Income Portfolio needs another small change. This is the second change this year, which is fairly unusual for a portfolio like this but such times need us to react appropriately. We noted both the changes in the #actionable Slack Channel. We'll record the situation below, and give you a brief overview of returns. (TL/DR: Returns are roughly 10% annualized since Jan 2015) March 12, 2020: Exiting the short term funds A month or so back, we suggested that our customers should change the Fixed Income Portfolio to replace the shorter term funds . . .