Excess Returns  cover image

Show Us Your Portfolio: Brent Kochuba

Excess Returns

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How to Allocate Your Money to Bonds

I think the Fed is going to pivot and probably at the end of this year because things are getting kind of nasty. I don't actually have any equities at the moment, specifically because of these signals that I have. So my my my actual portfolio allocation currently is 64% cash. The rest is in municipal bonds, floating rate products like, you know, some of the banks have floating rate preferred stocks.

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