|January 3, 2018||
What has been the most notable performer in 2017 in your Core Fixed Income portfolio, and to what do you attribute its gains?
CLY, the iShares 10+ Year Credit Bond ETF, was certainly among the top performing positions in our Core Fixed Income ETF portfolio this year. The security was up 12.1% and we currently hold about a 19% position in our portfolio. With the U.S. economy remaining fundamentally strong, the default rate of corporate bonds is relatively low. Our ETF scoring model showed an attractive aggregate score for CLY throughout the year with valuations and sentiment signals being the strongest contributors.
For more commentary from CIO Patrick Jamin on the final quarter of 2017, Click Here
|October 4, 2017||
What factors led to the addition of iShares International Treasury Bond ETF (IGOV) to the Core Fixed Income ETF portfolio?
Three out of four sub-groups of market-moving indicators (macroeconomic, technical and sentiment) were in positive territory. We had been eyeing IGOV for some time and found a good entry point in the third quarter as its liquidity improved.
To view more comments, check out the article published in Investor's Business Daily here.
|August 1, 2014||
People are living longer, and the road to financial security is more complex than ever before. Investors need thoughtful solutions that properly balance the financial tradeoff between income production and principal risk.
The rise of the Exchange Traded Fund (ETF) marketplace has provided NorthCoast with the tools necessary to deliver investment products designed to solve this tradeoff.
Utilizing a variety of iShares® ETFs, NorthCoast has the potential to provide investors with increased transparency, lower costs, and greater consistency.
Daily market research, active security selection, and disciplined risk management are the key components to Core Fixed Income. Incorporating a hands-on tactical asset allocation solution can enhance diversification, lower volatility, and generate solid, long-term income.