Think bonds are dull? Think again.
An ordinary 40% bond position relies
on bond mutual funds. We
recommend slimming it down
to a third of your portfolio,
composed of custom bond
ladders and individually
We also include two relatively
new issues – non-traded REITs
and non-traded leases – to increase
reasonably predictable cash flow with less
volatility and the potential for a better tax position.
Why? To maximize your opportunities and at the same time, magnify the benefits of investing in this segment: Reduced interest rate risk. Consistency. Stability.