Last time, we reviewed the performance results of the top 10 percent of bank bond portfolios in the UMB Peer Group. Th e updated peer group results are below and you may wish to compare them with your portfolio.
Th e conclusion from studying the top performers was that a combination of shorter term investments (67 percent) and longer-term, high-quality municipal bonds (33 percent) appears to be the optimum total return bond strategy now �euro* or in other words, the old-fashioned barbell approach.
Th e barbell strategy is certainly not new and has been a classic bank bond strategy taught at banking schools for many years. Always popular because of its simplicity, one of …
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