Bond ETFs - Short Term is a basket of carefully curated ETFs, is one of the most popular options for investors seeking to establish exposure to short term US Treasuries and investment grade Corporate Debt with maturity less than 2 years.
Asset Preservation and Income
The investment strategy is allocated among Federal Debt, and Investment Grade Corporate Debt, with roughly 76% of the debt belonging to the AAA/AA/A category. Around 50% of the strategy is allocated towards floating rate debt, whose interest payments adjust to reflect changes in interest rates.
How did we identify this Kristal:
ETFs are carefully chosen by an algorithm in order to deliver to investors high returns. The strategy is actively managed and dynamically rebalanced, with the rebalancing mechanism that takes into account the overall performance of the strategy so far. The allocation to each asset class, rather than being determined by a fixed formula (such as the legendary 60/40), is determined by the algorithm based on the historical returns and risks associated with each underlying asset class. Dynamic rebalancing also means that the strategy will automatically adjust its risk profile based on the performance till date.