Yields are rising, and so are rates. Markets anticipate one more rate hike from the Federal Reserve to close out 2026.
Clients may love the relative safety of cash, but many advisors know those assets could do more. A multisector bond approach for example, offers plenty of rewards for those willing to dive in.
Tired of market selloff drama and turmoil? It may be time to add some dividend exposure via income ETFs.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard Slavik Newbridge Financial Services Group Inc. | 1,098 | $55,419.35 | $55,344.69 | -$74.66 | -0.13% |
Jim Clark Worth Asset Management LLC | 4,625 | $233,437.63 | $233,178.62 | -$259.01 | -0.11% |
| ARCA Exchange | US Country |
The company operates as an investment fund focusing on floating rate securities. Under typical market conditions, its portfolio managers allocate at least 80% of the fund’s net assets, in addition to any borrowings for investment purposes, to floating rate securities. They prioritize securitized credit instruments, ensuring a diversified investment approach. While the fund primarily targets investment-grade securities, it reserves the potential to invest up to 35% of its portfolio in below investment grade securities, balancing risk and opportunity for investors.