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CMG > Our products > TREND Series of Portfolios > CMG Tactical Fixed Income Strategy

CMG Tactical Fixed Income Strategy

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Risk Profile: Conservative Growth and Income

Strategy Description:  The CMG Tactical Fixed Income Strategy enhances the foundational role of bonds in investment portfolios by employing a disciplined trend following investment approach to fixed income investing.  The strategy is a rules-based investment process that evaluates a universe of nine fixed income investment options.  The following fixed income categories are considered:  U.S. Treasury Bills, Investment Grade Corporate Bonds, U.S. Treasury Bonds, Convertible Bonds, High Yield Bonds, Emerging Market Bonds, International Sovereign Bonds, Municipal Bonds and U.S. Treasury Inflation Protected Securities.  The process compares daily prices of each constituent and selects the top two fixed income ETFs demonstrating the strongest prices trends.  The process has a flexible approach to fixed income investing that seeks to maximize income and minimize the risk of loss.  The unconstrained process attempts to capitalize on a wider opportunity set than traditional buy-and-hold core fixed income approaches and has the ability to position defensively in short-term Treasury Bills.

Benefits:                                                 

  • Reduce interest rate and duration exposure of your core fixed income portfolio to minimize volatility.
  • An unconstrained portfolio that has the flexibility to tactically allocate across the global fixed income investments so you don’t have to.

Investment Objective: Capital preservation and risk reduction through tactical asset allocation. The strategy’s secondary objective is to generate income.

Suggested Portfolio Positioning:  Serves as a complement to a client’s fixed income portfolio.

Suggested Allocation:  Typically representing 10-20% of a client’s traditional fixed income allocation or 6-12% of a client’s total portfolio.

Benchmark: Barclays Global Aggregate Bond Index

Morningstar Peer Group: Nontraditional Bond

Past performance is no guarantee of future returns.

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No Solicitation or Investment Advice: The material contained on this website is for informational purposes only and CMG is not soliciting any action based upon such material. The material is not to be construed as an offer or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material accessible through this website does not constitute a representation that the investments described herein are suitable or appropriate for any person.
Various links on this site will allow you to leave the CMG Web site. The linked sites are not under the control of CMG, and CMG is not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. CMG is not responsible for any correspondence via email or any other medium, email list servers, webcasting or any other form of transmission received from any linked site. Links to external sources do not imply any official endorsement by CMG or the opinions, ideas or information contained therein, nor guarantees the validity, completeness or utility of the information provided. Reference herein to any products, services, processes, hypertext links to third parties or other information does not necessarily constitute or imply endorsement, sponsorship or recommendation. CMG shall not be held liable for improper or incorrect use of data or information contained in any electronic publications. Data, information, and related graphics contained in electronic publications are not legal documents and are not intended to be used as such. CMG gives no warranty, express or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document.

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