Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%.
The BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) offers a focused approach, targeting 1-year duration U.S. Treasury securities. BondBloxx's prescriptive ETF offerings allow retail investors to build complex trades, like constructing a yield curve with specific duration nodes. XONE is part of BondBloxx's treasury vertical, providing a strategic option for investors in today's market environment.
The BondBloxx Bloomberg One Year Target Duration US Treasury ETF offers a higher yield than CDs with minimal risk and no early withdrawal penalties. XONE invests in U.S. Treasury securities with an average duration of one year, providing a 5.2% forward yield at just 3bps in fees. XONE outperforms similar ETFs in return and stability, making it a safe, liquid option for parking cash.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 1,800 | $89,136 | $88,614 | -$522 | -0.59% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 10,253 | $508,339.27 | $505,370.37 | -$2,968.9 | -0.58% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 7,889 | $392,227.64 | $389,401.04 | -$2,826.6 | -0.72% |
Alexander Eichhorn Tanager Wealth Management LLP | 943,490 | $46.7M | $46.58M | -$125,942.24 | -0.27% |
Steve Wachs Legacy CG LLC | 10,078 | $500,171.14 | $497,500.47 | -$2,670.67 | -0.53% |
| ARCA Exchange | US Country |