With memories of Monday's sell-off fresh on investors' minds, all eyes remain fixated on the Federal Reserve's next moves. At a recent event in Hawaii, San Francisco Fed President and CEO Mary Daly reiterated that within the Federal Reserve, minds remain “quite open to adjusting the policy rate in coming meetings.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,826 | $143,174.74 | $143,249.94 | $75.2 | 0.05% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 4,078 | $206,509.92 | $206,591.48 | $81.56 | 0.04% |
Adam J. Peck Riverwater Partners LLC | 4,857 | $246,346.82 | $246,055.62 | -$291.2 | -0.12% |
| TM Thomas Mason Mason & Associates Inc. | 24,522 | $1.24M | $1.24M | -$1,839.15 | -0.15% |
| PIL PFG Investments LLC PFG Investments LLC | 12,516 | $633,837.54 | $634,686.36 | $848.82 | 0.13% |
| ARCA Exchange | US Country |
The fund is a financial vehicle focused on achieving its investment goals by primarily engaging in investment grade, short-term fixed, variable, and floating-rate securities. With a strategy that involves investing at least 80% of its net assets, including any potential borrowings for investment purposes, in the described securities, it aims to provide a balanced and secure investment option for its stakeholders. The fund is actively managed, indicating that its investment decisions are made by a team of professionals rather than relying on the passive following of a predetermined benchmark. This approach allows for dynamic adjustment in strategy to optimize performance, independent of any benchmark constraints.
This category encompasses a range of high-quality, low-risk bonds and other fixed income securities. These are typically issued by entities with a strong capacity to meet their financial commitments, making them an attractive option for conservative investors seeking stability and consistent returns.
Short-term fixed securities are debt instruments with shorter maturities, often less than one year. These are sought after for their lower risk and higher liquidity, providing investors with a relatively quick return of capital and earned interest, thereby offering a solid option for risk-averse individuals or those seeking a shorter investment horizon.
These securities come with interest rates that adjust based on market conditions, providing a hedge against inflation and interest rate risks. Variable-rate securities have interest rates that adjust at set intervals, while floating-rate securities adjust at more frequent intervals. They are particularly appealing in environments of rising interest rates, where they can offer higher yields compared to fixed-rate equivalents.