The Mutual Fund Strategist’s intermediate-trend model for trading US Bonds is currently ranked in the top 5 by Timer Digest for the past year (July 15, 2015 to July 15, 2016). Timer Digest monitors over 100 of the leading newsletter market timing models.
Our strategy for managing bond risk is based on the price movement of iShares Core US Aggregate Bond (AGG), a nearly $38 billion exchange-traded fund holding 5,521 securities. AGG is a low-cost avenue (expense ratio of 8 basis points) to get broad exposure to the US investment-grade bond market.
Our US bond timing model issued its buy signal on January 8, 2016 – over 6 months ago, at a time when many analysts and other forecasters were advising investors to expect lower returns from bonds in 2016 than in past years. Since our buy signal we’ve capitalized on bond market strength with positions in a 3x beta bond fund in our Aggressive Portfolio and a municipal bond fund in our Conservative Portfolio. Click here to check out a sample issue.
♦ Please note that my readings will change without notice, so please don’t buy or sell solely based on anything you read in this blog. ♦