Global Fixed Income ETF (US Tax)

by
Leo Wealth
No betting the farm or short-term trading: time in right parts of market, not timing the market.

Strategy Description

Our Core ETF Portfolios provide:

Broad participation in global risk assets such as stocks, bonds and commodities, calibrated based on client risk tolerance: from 100% bonds (~4% volatility) to 100% stocks (~15% volatility)

ETF selection constantly reviewed for efficiency and sustainability

  • Costs are kept low, currently averaging 0.2% to 0.25% per portfolio
  • Tax implications are reviewed at client, ETF and underlying positions of ETF levels
  • Sustainability tilts are preferred and implemented for each exposure, all else equal

Active allocation to macro trends, tilting to exposures likely to outperform over the medium term; no betting the farm or short-term trading: time in right parts of market, not timing the market; daily transparency and liquidity;

For international investors, available in a non-U.S. version.

Portfolio Performance

20192020202120222023YTD
Portfolio (%)9.425.77-0.77-9.067.680.12
Annualized ReturnStandard DeviationDividend Yield
Portfolio2.32%4.36%5.1%

Allocation Breakdown

Asset Class


Equity0
Fixed Income99.5%
Commodities0
Cash0.5%

Geo


North America78.8%
Greater Europe8.73%
Asia8.51%
Central/Latin America2.29%

Sector


Investment Grade50.73%
High Yield9.98%
Other39.29%

Top Holdings

Asset ClassWeight (%)
1. iShares 7-10 Year Treasury Bond ETF23.85%
2. iShares Interest Rate Hedged Corporate Bond ETF16.97%
3. Janus Henderson Mortgage-Backed Securities ETF11.93%
4. iShares iBoxx $ Investment Grade Corporate Bond ETF10.97%
5. iShares J.P. Morgan EM Corporate Bond ETF9.76%
6. iShares Core International Aggregate Bond ETF9.60%
7. WisdomTree US High Yield Corporate Bond Fund6.12%
8. iShares 20+ Year Treasury Bond ETF5.96%
9. iShares J.P. Morgan EM Local Currency Bond ETF4.34%

Related Investments

Expert and Personal Financial Guidance

We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.

Expert and Personal Financial Guidance

We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.

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