A debt ETF portfolio for investors with a time horizon of 1-3 years
Investment Rationale
This portfolio is designed to be the core holding for investors who are looking for a fixed income portfolio that is suitable for a time horizon of less than 3 years.
- The portfolio is composed of a mix of Debt and Liquid ETFs with maturities spread evenly
- This bond ladder is designed as an all-weather strategy for investing in fixed income
- Rebalancing happens annually so that maturing bonds can be rolled over and reinvested in newer maturities
Being a portfolio designed for short term goals, the Smallcase is made up purely of fixed income assets when compared with our other ETF based smallcases which follow an asset allocation strategy
smallcase is played out