When this portfolio is fully invested, it contains 10-15 individual bonds. We seek bonds from our Best Stocks Now list. These are companies that are growing at a superior pace and still make sense from a valuation point of view. These companies must obviously also offer bonds.
These bonds can come from large, mid, or small-cap stocks. We are also looking for opportunities that may entail credit upgrades down the road.
This is an actively managed portfolio. We will take profits on these bonds along the way if the opportunity presents itself.
An individual bond fund is a very nice compliment to our growth portfolios as it lowers the volatility of your overall portfolio.
This bond fund has no commissions to get in, excellent liquidity and low mgt. fees.
This portfolio was started on May 15, 2019. You can call us about the performance of this portfolio since inception.