WJ Virtual Luncheon Replay & Recent Trades
Posted: Jared Jameson
We recently held our WJ Investor Luncheon, virtually of course. We discussed election results, recent investment performance, our expectations for future returns including the dismal forecast for bond investments, portfolio positioning, and potential tax policy for the coming years. If you were not able to attend, please click the following link to view the presentation: https://wjwealth.com/category/presentations/
Last week we sold Loomis Sayles Bond Fund (LSBDX) from portfolios and used the proceeds to increase our allocation to Artisan High Income (APDFX) and add a new position in the Doubleline Income Fund (DBLIX). The trades were placed to accomplish the following:
The net result of the trades is better exposure to a wide range of credit bond investments with some upside that will help offset dismally low treasury yields and protect against rising rates.
If you have questions about the recent trades or your portfolio, please contact us.