Risk: Bond funds are subject to interest rate risk, which is the chance bond prices overall will decline because of rising interest rates, and credit risk, which is the chance a bond issuer will fail to pay interest and principal in a timely manner or that negative perceptions of the issuer's ability to make such payments will cause the price of that bond to decline. Because bond interest payments are fixed, their value can be eroded by inflation. The longer the term of the bond, the higher the inflation risk. Additional detail regarding the ETFs included in Bond Ladder portfolio can be found in the prospectuses drafted by the managers of those funds. Copies of those prospectuses can be requested from customer support. For more information on the portfolio, view Streetbeat's ADV Part 2A and Fixed Income Risk Disclosure. Description: Curated bond ladder ETFs portfolio to lessen the impact of interest rate fluctuation generated by the FED actions. This portfolio targets 8.11% Yield To Maturity. How it works: The Bond Ladder portfolio seeks to provide stable growth while lessening sensitivity to interest rate fluctuations. Instead of buying bonds that are scheduled to mature during the same year, you purchase bond ETFs that hold bonds with staggered maturity dates. Spreading out maturity dates can help prevent investors from trying to time the market. Staying disciplined and reinvesting the proceeds from maturing bonds can help investors to ride out interest rate fluctuations. Short term bonds tend to be less impacted by Fed interest rate change. The bond market is often forward-looking. In other words, if the market "thinks" that interest rates will come down, it begins to react before the Fed does, thus bringing its interest rates down before the Fed starts cutting.
The hypothetical performance represents computer-generated results of the algorithm performance calculated net of fees, using a hypothetical client in our monthly subscription program. Results are illustrative in nature, have inherent limitations and may not reflect actual performance. Past performance does not guarantee future results.
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