Model Fixed Income Portfolio

Flexible Income Portfolio

The Monthly Flexible Income Portfolio (MFIP) on page 3 of the newsletter is a more conservative portfolio that may be used on its own or in conjunction with equity portfolios such as the MUP.

Flexible Income Portfolio At-A-Glance

  • Primary goal is reasonable total return with low volatility, rather than monthly income.
  • Less sensitivity to interest rates than a portfolio composed of only bond funds.

Flexible Income Strategy

We invest in the areas of fixed income that have the best relative performance and then we compare each fund against its peers. We also may use fixed-income alternatives, such as low volatility equity funds.

MFIP

 

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