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Interest Rate Hedged Income with Low Volatility

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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
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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 0.3%
17.0% iShares Short Term National Muni Bond ETF SUB 0.4%
17.0% iShares Barclays 1-3 Year Credit Bond ETF CSJ 0.6%
16.9% 8xxxxxx 8xxxxxxx 8xx 8xxx 8xxxxxxx 8xxx 8xx 88.8%
24.4% Preferred Stock 1.4%
14.8% Corporate Bonds 8.8%
14.8% 8xxxxxx 8xxx 8xxxx 8xxxxxxxx 8xxx 8xx 8xxx 88.8%
9.9% Inverse Treasuries 1.7%
9.9% 8xxxxxxxx 8xxxx 8xxx 8xxx 8xxxxxxx 8xx 8xx 88.8%

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