SUMMARY. In response to unprecedented volatility tied to virus we have created a new model portfolio dubbed "Safety Yield".
INVESTMENT IMPACT. Its purpose is to facilitate the need to quickly move clients into a low equity exposure, low correlation, high bond position and high cash position. At either client request or our discretion we will use this model to quickly derisk client model portfolios over the short term if deemed necessary. At the same time providing much higher yields vs cash.
Please contact us for further details of this model for future reference.
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