Invest in

Interest Rate Hedged Income with Low Volatility

--

This motif provides interest rate hedged exposure to higher yielding corporate debt and low volatility by holding preferred stock. Shorting 7-10 year treasuries and holding 50% of the funds in short term bonds reduces interest rate risk. Excellent for an investor who can not tolerate short term volatility. See more
--
Invest in Thematic Portfolios
Create your own customizable basket of up to 30 stocks or ETFs for as low as $9.95.
Motif Index RTN Since Creation
Interest Rate Hedged Income with Low Volatility Benchmark
Open a Motif account to view and trade this basket of stocks:
Weight Segment & Stocks Symbol 1 MO / 1 YR Return
50.8% Short Term Bonds 0.1%
17.0% iShares Short Term National Muni Bond ETF SUB 0.2%
16.9% iShares Barclays 1-3 Year Credit Bond ETF CSJ 0.3%
16.9% 8xxxxxx 8xxxxxxx 8xx 8xxx 8xxxxxxx 8xxx 8xx 88.8%
24.5% Preferred Stock 0.7%
14.8% Corporate Bonds 8.8%
14.8% 8xxxxxx 8xxx 8xxxx 8xxxxxxxx 8xxx 8xx 8xxx 88.8%
10.0% Inverse Treasuries 4.1%
10.0% 8xxxxxxxx 8xxxx 8xxx 8xxx 8xxxxxxx 8xx 8xx 88.8%

Quotes delayed 15 mins. Currently May 26, 2018 3:59:29 AM. Fields are marked with -- when data is unavailable.