On The Money Investing Membership

On The Money Investing Membership

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On The Money Investing Membership
On The Money Investing Membership
I'm adding this investment to my watchlist— let's do the analysis!

I'm adding this investment to my watchlist— let's do the analysis!

I recently came across a high-quality, high-yield, short-duration bond that caught my eye! This report provides a deep dive into this investment and my conclusions.

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On The Money Investing
May 08, 2025
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On The Money Investing Membership
On The Money Investing Membership
I'm adding this investment to my watchlist— let's do the analysis!
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I recently came across an investment that caught my eye for various reasons. First, it's pretty much out of my "comfort zone" because it's a Bond Mutual Fund.

I've never owned a Mutual Fund in any of my self-managed portfolios. Outside of employer retirement accounts, my personal portfolios are composed of individual stocks, ETFs, and Index Funds (in that order).

Also, I've been very hesitant about bonds for as long as I've been an investor.

I consider them overly conservative, which doesn't necessarily align with my portfolio allocation, which is focused mainly on growth.

That said, the volatile environment we're living in has inspired me to explore some more "stable" options for the sake of balance and diversification.

Some things that have attracted me to this particular bond fund include its high yield, short duration (I'll tell you what that means), and consistent track record.

The icing on the cake is that it sells at a very attractive price (under $10!).

As you know, before I pull the trigger on any investment, I like to look "under the hood" and complete the analysis necessary to make my decision confidently— and that's precisely the purpose of today's report.

Join me on this deep dive! Let's get into it.

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