One of the most important questions I’ve been asked is what are the best investments to protect your portfolio.

You see strong risk mitigation is the number one factor in a portfolios longevity and sustainability.
And longevity is crucial especially for retirees who plan on living off their portfolios earnings.

Now there are many ways someone can improve their portfolios ability to tolerate downside risk. for example, you have Bonds, dividend stocks or ETFs, or high income investments like covered call ETFs.

Overall, These investments are tools you can use to help preserve your Capital or safeguard your invested money from significant losses.

But how do you choose the best ones?

You see during specific economic conditions, certain investments are favoured over others.

But overall, a portfolio of bonds and equities carry their own disadvantages. Especially when you look at bonds.

Bonds Lack Diversity: Investing in individual bonds limits your ability to achieve broad diversification.
It’s difficult to diversify in every single type, especially if you have a limited investment amount.
And Bonds sometimes have minimum investment requirements, making it even more complex.

But most importantly, bonds have Limited Liquidity:
When investing in Individual bonds, depending on the maturity date, your money is locked away for that period of time.
Trying to Sell the bonds in a secondary market could be very challenging. You could be hit with high transaction costs and large spreads, potentially losing alot of money.

So is there an alternative investment to BONDS, one that embraces all the benefits, but is able to avoid all the drawbacks.

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DISCLAIMERS & DISCLOSURES:
This content is for education and entertainment purposes only. Viktoriya is not a financial advisor and does not provide any financial, tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves, risk, including the possible loss of principal.

THUMBNAILS are created only for entertainment purposes, and act as art. They are NOT a direct quote from any financial/public figure.

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BREAKING: Recession News

LEARN MORE ABOUT: Bank Failures

REVEALED: Best Investment During Inflation

HOW TO INVEST IN GOLD: Gold IRA Investing

HIGH Dividend INCOME Bond ETF – Recession PROOF (JPST)

In times of economic uncertainty, investors often search for investment options that can weather the storm. One such option gaining popularity is the HIGH Dividend INCOME Bond ETF. One prominent example is JPST – a fund that offers stability and attractive dividends even in times of recession.

JPST, which stands for JPMorgan Ultra-Short Income ETF, is an actively managed fund that focuses on providing investors with high dividend income while minimizing interest rate risk. It achieves this by investing in a diversified portfolio of short-term, investment-grade fixed income securities.

Why is JPST deemed “Recession-Proof” by many investors? Firstly, the fund primarily invests in U.S. dollar-denominated investment-grade debt securities, which are issued by both domestic and foreign governments, agencies, and corporations. These issuers tend to have stronger balance sheets, making their bonds more resistant to economic downturns.

Furthermore, the fund’s portfolio consists mainly of short-term bonds with maturities of one year or less. This approach allows JPST to minimize interest rate risk since short-term bonds are less affected by changes in interest rates compared to longer-term bonds. In times of recession or economic instability, central banks often implement measures to stimulate the economy by cutting interest rates. JPST’s portfolio largely shields investors from the negative impact of such rate cuts, making it a reliable option during turbulent times.

The high dividend income attribute is another significant factor that draws investors to JPST. The fund aims to distribute monthly dividends to its shareholders. By investing in a diversified portfolio of bonds that generate interest income, JPST can consistently pay out attractive dividends. These dividends can be reinvested or serve as a reliable income stream for investors.

Another advantage of investing in JPST is its low expense ratio. The fund’s expenses are relatively low compared to other actively managed bond funds, making it a cost-effective option for investors looking to maximize their returns.

It’s worth noting that while investing in JPST can provide stability and attractive dividends, it is not completely immune to market fluctuations. Bond prices can still be affected by economic conditions, credit risk, or changes in interest rates, albeit to a lesser extent than funds with longer-term or riskier bonds.

As always, it is essential for investors to thoroughly research and understand any investment they consider. Consulting with a financial advisor or investment professional can also provide additional insights into whether JPST aligns with an individual’s investment goals and risk tolerance.

In summary, the HIGH Dividend INCOME Bond ETF – JPST – offers investors an attractive option during times of economic uncertainty. With its focus on stable, short-term bonds, attractive dividend income, and relatively low expense ratio, it has the potential to withstand recessions and provide investors with a reliable source of income.

Recession-Resistant HIGH Dividend INCOME Bond ETF: JPST appeared first on Inflation Protection.