Market Alert - Selling 5% Position in EU Aggregate Bond Fund

On Friday 16th November I sold the 5% allocation to the EU Aggregate Bond Fund ETF in the Active Asset Allocator Strategy at €119.30, increasing the cash position for the strategy by the same percentage. This ETF holds a mix of EU government (73%) and corporate (27%) bonds and pays an annual distribution yield to investors of 1.1%. However, with stock markets rolling over and credit spreads starting to widen across the globe, the increased risk of holding a position in corporate bonds is no longer justified.

The Active Asset Allocator is now positioned 5% equities (GDX) / 20% EU government bonds / 15% inflation linked bonds / 30% precious metals / 30% cash.

At Secure Investments, I advise individual clients on their pension and non-pension fund investment portfolios. To learn more about my Active Asset Allocator and Gold Trader  investment strategies, please get in touch at or 086 821 5911. If you are reading this via LinkedIn, why not visit Secure Investments and subscribe to get exclusive content for free. No spam, ever. Just great stuff.


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