With uncertainty and tariff concerns roiling the equity markets, many investors are looking to fixed income as a safe haven. That said, investors should carefully consider which sectors of fixed income they choose to allocate assets toward.
Investors still have a little over a month before the new year kicks in, creating a great opportunity to curate bond investments. Many experts and analysts have mixed opinions about what the U.S. economy will look like in 2025.
With the Fed's agenda underway, investors are trying to figure out how to best position their fixed income portfolio for long-term results.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Ledford FWG Holdings LLC | 83,755 | $4.27M | $4.26M | -$5,586.46 | -0.13% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 9,668 | $494,499.46 | $491,907.84 | -$2,591.62 | -0.52% |
| KRB Kyle R. Bubeck Systelligence LLC | 75,417 | $3.88M | $3.84M | -$39,349.02 | -1.01% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 4,050 | $208,332 | $206,138.92 | -$2,193.08 | -1.05% |
Brian Ramsay Wealthspan Partners LLC | 129,435 | $6.6M | $6.59M | -$6,194.87 | -0.09% |
| NASDAQ (NMS) Exchange | US Country |
The fund is designed for investors seeking to achieve an investment objective through primarily investing in a diversified portfolio of U.S. dollar-denominated fixed income securities. These securities have varying maturities, aiming to maintain an average duration of approximately three years or less. This strategic approach is meant to provide investors with a blend of income generation and capital preservation, making it an attractive option for those looking to balance risk and reward in their investment portfolios. The fund's focus on maintaining a short to medium-term average duration helps in minimizing interest rate risk, which can be particularly appealing during periods of market volatility or uncertainty regarding interest rates.
The fund's investment strategy encompasses a wide range of fixed income securities, each offering unique benefits to investors: