Diversified bonds: duration ladder + credit spectrum + EM, 3-5% yield target
Bond & Fixed Income Portfolio
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| AGG | BUY | 5% | 10.0% below entry | 4.0% above entry | 12.8% | TVYH |
| BND | BUY | 5% | 10.0% below entry | 4.0% above entry | 12.8% | TVYH |
| LQD | BUY | 7% | 10.0% below entry | 4.0% above entry | 12.8% | TVYH |
| FBND | BUY | 5% | 10.0% below entry | 4.0% above entry | 12.8% | TVYH |
| SCHI | BUY | 5% | 10.0% below entry | 4.0% above entry | 12.8% | TVYH |
| VTEB | BUY | 4% | 10.0% below entry | 4.0% above entry | 12.8% | TVYH |
| TLT | BUY | 13% | 10.5% below entry | 4.2% above entry | 12.2% | TVYH |
| VWOB | BUY | 6% | 10.0% below entry | 4.0% above entry | 12.8% | TVYH |
| HYG | BUY | 5% | 10.0% below entry | 4.0% above entry | 12.8% | TVYH |
| SPBO | BUY | 5% | 10.0% below entry | 4.0% above entry | 12.8% | TVYH |
This strategy has moderate long-term potential but requires monitoring. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -21% drawdown to return 19% long-term. - Exit rule: Exit if yield drops below historical average for 2 quarters. Reinvest all dividends.