“A low-volatility Bond strategy designed to profit whether interest rates are rising or declining.”

Rising Interest Rates

In November 2016, interest rates rose dramatically.  While investment grade bond mutual funds lost value, the 20:20 Bond Strategy produced a profit.

Declining Interest Rates

In 2016 prior to the Presidential election in November, interest rates declined then returned to level.  Both investment grade bond mutual funds and the 20:20 Bond Strategy produced a profit.

Economic Recession or Expansion

During a recession, as interest rates decline, the Strategy is designed to profit as do investment grade bond funds while high yield bond funds may plummet.

During an economic expansion, as interest rates rise, the Strategy is designed to profit as do high yield bond funds while investment grade bond funds falter.

Sunset

Downside Protection and Diversification

For downside protection, the Strategy seeks to limit potential monthly losses to the level of intermediate-term, investment grade bonds.

For diversification of bond portfolios, the Strategy is designed to be lowly correlated to investment grade and high yield bond funds, and can profit in months when either of them posts losses.