Added Medium Duration Income Portfolio

We have started the Medium Duration Income Portfolio which can be found here.

We will add some color to this model during the course of today.  Populating this model is easier than other portfolios as many of the issues that will be in the model are issues we personally own and thus are familiar with them.

Nate that we have the new Sotherly hotel baby bond in the model, although it is not yet trading we will be adding the issue when it does start trading.

The idea of this model is that we reduce volatility and risk by owning only issues that will mature in the next 2-5 years.  Additionally we maintain a pretty fair income stream, lower than perpetual preferreds, but higher than the 10 year treasury or CDs.

Leave a Reply

Your email address will not be published.