Explore how tactical high yield strategies have improved portfolio performance and Sharpe ratio based on an investor’s risk preference.
Equity allocation is represented by the Morningstar US Core Index, which tracks the total return performance of stocks that exhibit average ‘growth’ and ‘value’ characteristics as determined by Morningstar’s proprietary index methodology.
FI (Fixed Income) allocation is represented by the Bloomberg Barclays US Treasury 7-10 Year Index, which measures total return of US dollar-denominated, fixed-rate, nominal debt issued by the US Treasury with 7-9.9999 years to maturity.
Sharpe Ratio (noun) The average return minus the risk-free return divided by the standard deviation of return on an investment.
Ready to learn how CP ETFs can potentially improve portfolio performance?