Bucket 2 in the ETF Retirement Strategy is Fixed Income. For this bucket, we attempted to pick a “best in class” ETF for each of the five (5) categories:
|Morningstar /Schwab Fund Category||ETF|
|Long Government Bonds||EDV – Vanguard Extended Duration Treasury Index Fund ETF Shares|
|Emerging Market Bonds||EMB – Shares JPMorgan USD Emerging Markets Bond ETF|
|Municipal Bonds||MUB – iShares National Muni Bond ETF|
|Long Term Bonds||VCLT – Vanguard Long Term Corporate Bond ETF|
|World Bond – US Hedged||BNDX – Vanguard Total International Bond Index Fund ETF Shares|
As with the Equity ETF’s, our desire is for the asset correlation to be less then .70.
Results from v52 of the model from within Portfolio Slicer are:
Version 52 model results – Equity and Fixed Income – are included in the attached Power BI report. To open, you will need to download the free copy of Power BI Desktop. Attempts to refresh will fail, however, since the data in saved on my personal OneDrive.