As exemplified in 2023, attempting to time the market by holding cash as a primary investment yielded disappointing results.
Morningstar, as of 12/31/23. U.S. stocks defined as S&P 500 Index. Intl stocks defined as MSCI World Index. REITS defined as MSCI US REIT Index. Bonds defined as Bloomberg US Aggregate Index. Cash defined as Bloomberg 1-3 Year Treasury Bills. *Source: Bloomberg, ICE Benchmark Administration, World Gold Council. Gold based on the LBMA Gold Price PM in USD, expressed in local currencies.
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BSIIX never lost money over any 3-year rolling period since the Great Financial Crisis of 2008. Only 5% of taxable bond funds can make that claim.*
The first active ETF managed by Rick Rieder, a dynamic bond portfolio seeking attractive, long-term income across market cycles.
A high conviction, high active share strategy managed by Alister Hibbert, BlackRock's largest hedge fund manager.
*Source: Morningstar, as of 12/31/2023. Bond funds defined as all taxable bond mutual funds.
Bloomberg; Cliffwater as of 4/25/24. Yield is represented by yield to worst, a measure of the lowest possible yield that can be received on a bond that fully operates within the terms of its contract without defaulting. High yield refers to the Bloomberg U.S. High Yield Index. Private credit refers to the Cliffwater Direct Lending Index. U.S. 1-3Y Treasury refers to the Bloomberg U.S. Treasury 1-3 Yr Index. U.S. 3-7Y Treasury refers to the Bloomberg U.S. Treasury 3-7Yr Index. U.S. Aggregate bond refers to the Bloomberg U.S. Aggregate Bond Index. Muni bond refers to the Bloomberg Municipal Bond Index.
Past performance is no guarantee of future results. Index performance is shown for illustrative purposes only. You cannot invest directly in an index.
Bond losses in 2022 came off record low yields. But now that rates are higher, you need to reframe how you view bond risk and return, and how the “yield cushion” can potentially protect against losses even if rates rise.
ALTERNATIVES
A market neutral strategy seeking consistent returns with low correlations to broad asset classes through a technology-driven process.
PBAIX invests across 25+ developed and emerging market countries and seeks to capitalize on elevated volatility and macro dispersion.
COVERED CALL ETFs
Seek high income from a monthly covered call strategy on treasuries.
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BUFFER ETFs
Uses options to participate in the markets up to a pre-determined cap, while seeking to provide a targeted level of downside protection, helping you stay invested in volatile markets.
IVVB seeks to track the share price return of the iShares Core S&P 500 ETF in a convenient, liquid, and cost-effective access to an options-based risk management strategy.
Factset Earnings Insight report, 4/26/24. “Expected” refers to analyst estimates.
U.S. companies beat lowered earnings expectations in Q1. While there is certainly dispersion beneath the surface, strengthened earnings in aggregate continue to support U.S. equity market performance.
Access profitable U.S. companies that have low leverage and demonstrate consistent earnings over time with exposure to high quality U.S. stocks.
Access and exposure to U.S. companies that design, manufacture, and distribute semiconductors, which may benefit from powerful mega forces like the rise of AI and digital disruption.
Invests in high growth companies driving technological disruption selected for their rapid and sustainable growth potential from the development, advancement and use of science and/or technology.
Seek long-term growth and international diversification across developing markets with exposure to large and mid-capitalization companies excluding those in China.