US Focused Fixed Income ETF

by
Leo Wealth
A U.S. tilted core portfolio made up of diversified holdings to provide exposure to a wide array of asset classes with an emphasis placed on capital preservation.

Strategy Description

A risk-averse investment strategy with an emphasis placed on the preservation of capital. It will likely involve a high percentage of fixed income investments and cash-like investments in comparison to equities. The strategy is based on an investment time horizon of at least five (5) years and does not attempt to consider active management of short-term fluctuations.

Portfolio Performance

20192020202120222023YTD
Portfolio (%)17.159.266.28-9.037.63-0.53
Annualized ReturnStandard DeviationDividend Yield
Portfolio4.89%6.22%5.3%

Allocation Breakdown

Asset Class


Equity0
Fixed Income99.5%
Commodities0
Cash0.5%

Geo


North America78.02%
Greater Europe8.96%
Asia Pacific8.46%
Central/Latin America2.27%
Africa/Middle East2.09%

Sector


Investment Grade50.01%
High Yield10.12%
Other39.87%

Top Holdings

Asset ClassWeight (%)
1. iShares 7-10 Year Treasury Bond ETF28.83%
2. iShares Interest Rate Hedged Corporate Bond ETF20.82%
3. iShares iBoxx $ Investment Grade Corporate Bond ETF16.34%
4. Janus Henderson Mortgage-Backed Securities ETF11.92%
5. WisdomTree US High Yield Corporate Bond Fund7.61%
6. iShares 20+ Year Treasury Bond ETF5.86%
7. iShares J.P. Morgan EM Corporate Bond ETF5.18%
8. iShares J.P. Morgan EM Local Currency Bond ETF2.93%

Related Investments

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