A Pragmatic Approach to Fixed Income Investment



2024 Index Outperformance

Jim discusses the Index on Schwab Network

  Relative Positioning  
schedule

Duration

Neutral

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Yield Curve

Neutral

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Corporate Credit

Underweight

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Securitized

Underweight MBS

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Conviction

10% USD Bullish

Characteristics


See the current portfolio breakdown



Current Update


A Look at the most recent index positioning



Total Return


Understand how factors can lead to total return outperformance