Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

Premium: Fixed Income Portfolio Changes To More Safety


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 . . .

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