The $300K IG SWAN Portfolio (One Year Later)


Mesmerising white swan at the sunset

Aylata/iStock via Getty Images

On behalf of my parents, in late September 2022, I was asked to construct a $300K high-quality intermediate duration investment grade bond portfolio, in a taxable account. The idea was to take advantage of the rapid rise in short-term interest



Source link

Leave a Reply

Your email address will not be published. Required fields are marked *