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Global Sustainable Fixed Income (Tax-Aware)
No betting the farm or short-term trading: time in right parts of market, not timing the market.
Strategy Description

Our Core ETF Portfolios provide:

Broad participation in global risk assets such as stocks, bonds and commodities, calibrated based on client risk tolerance: from 100% bonds (~4% volatility) to 100% stocks (~15% volatility)

ETF selection constantly reviewed for efficiency and sustainability

  • Costs are kept low, currently averaging 0.2% to 0.25% per portfolio

  • Tax implications are reviewed at client, ETF and underlying positions of ETF levels

  • Sustainability tilts are preferred and implemented for each exposure, all else equal

Active allocation to macro trends, tilting to exposures likely to outperform over the medium term; no betting the farm or short-term trading: time in right parts of market, not timing the market; daily transparency and liquidity;

For international investors, available in a non-US version. Please visit our international site for details.

Allocation Breakdown
Asset Class
Fixed Income
99.47%
Cash
0.53%
Geography
America
70.20%
Greater Europe
10.60%
Asia Pacific
10.53%
Central/Latin America
2.36%
Africa/ Middle East
1.77%
Sector
Investment Grade
56.27%
Other
34.18%
High Yield
9.53%
Top Holdings
Position
Weight(%)
1.  
iShares 7-10 Year Treasury Bond ETF
22.70
2.  
iShares iBoxx $ Investment Grade Corporate Bond ETF
16.51
3.  
iShares Interest Rate Hedged Corporate Bond ETF
16.08
4.  
iShares Core International Aggregate Bond ETF
14.36
5.  
JPMorgan Ultra-Short Income ETF
10.00
Position
Weight(%)
6.  
iShares JP Morgan EM Corporate Bond ETF
9.33
7.  
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
6.10
8.  
iShares JP Morgan EM Local Currency Bond ETF
4.38
Related Insights
ETF Portfolios
Putting clients first via process and consistency in building ETF portfolios.
Our Approach to Investing
In following a systematic and research-driven process, we strive for consistent results that investors can understand, and stick with, even during challenging market environments.
Helping You Invest Successfully
It is crucial for everyone to have a sound financial plan, especially when the markets are volatile.
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Form CRS Leo Wealth ADV2A LeoGroup Fund Services ADV2A Disclaimer & Privacy Policy
© 2022 Leo Wealth. All Rights Reserved.
ins

Securities offered through Leo Brokerage, LLC Member FINRA/MSRB. Check the background of this firm on FINRA's broker check.

Investment Advisory services offered through Leo Wealth, LLC, a Registered Investment Adviser.

Leo Tax provides tax services which are separate from the services offered through Leo Brokerage and Leo Wealth. Leo Tax does not offer legal advice.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact us at info@leowealth.com.

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© 2022 Leo Wealth. All Rights Reserved.
Form CRS Leo Wealth ADV2A LeoGroup Fund Services ADV2A Disclaimer & Privacy Policy

Securities offered through Leo Brokerage, LLC Member FINRA/MSRB. Check the background of this firm on FINRA's broker check.

Investment Advisory services offered through Leo Wealth, LLC, a Registered Investment Adviser.

Leo Tax provides tax services which are separate from the services offered through Leo Brokerage and Leo Wealth. Leo Tax does not offer legal advice.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact us at info@leowealth.com.