In the realm of fixed-income investments, a peculiar opportunity has emerged in the form of the Schwab 5-10 Year Corporate Bond ETF (SCHI). This ETF boasts a diversified portfolio of corporate bonds, predominantly from the industrial and financial sectors, with credit ratings hovering above junk status, mostly within the BBB and A ranges. The current credit spread environment is characterized by remarkably low levels.
As value investors, we at The Value Lab have honed our expertise in identifying mispriced equities globally, with a focus on generating a portfolio yield of approximately 4%. Our long-only approach has yielded impressive results over the past five years, thanks to our willingness to venture into international markets. For like-minded investors seeking to safeguard their wealth, our expertise may serve as a valuable inspiration.
In a separate context, The Valkyrie Trading Society, a collective of analysts, specializes in unearthing high-conviction, lesser-known investment opportunities in developed markets. These ideas are carefully selected to minimize downside risk while offering potential for non-correlated and outsized returns within the current economic landscape. As long-only investors, they provide members of The Value Lab with real-time portfolio updates, 24/7 chat support, and regular market news reports, among other benefits.
It is essential to note that the author of this article holds no positions in the mentioned companies and has no plans to initiate any such positions within the next 72 hours. The opinions expressed are solely those of the author, and no compensation has been received for this article.
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