Of those, the iShares 1 - 3 Year Treasury Bond ETF (SHY; 4.9 %) is a short - term fixed -
income equivalent position in this otherwise stock - oriented fund.
Not exact matches
The fund had only six
equivalent positions: in the Vanguard Health Care ETF (VHT; average weight of 54.4 %), iShares Global Healthcare ETF (IXJ; 28 %), iShares 7 - 10 Year Treasury Bond ETF (IEF; 7.6 %; representing the fixed -
income holdings), iShares MSCI Japan ETF (EWJ; 5.7 %), Vanguard Utilities ETF (VPU; 2.3 %; also representing fixed -
income investments), and iShares North American Tech - Software ETF (IGV; 2 %; helping explain the remainder of the fund's returns).
The fund had major
equivalent positions in the iShares MSCI Japan ETF (EWJ), iShares MSCI France ETF (EWQ), iShares MSCI United Kingdom ETF (EWU), iShares 1 - 3 Year Treasury Bond ETF (SHY; representing fixed -
income holdings), SPDR ® S&P ® 400 Mid Cap Growth ETF (MDYG), and iShares MSCI Germany ETF (EWG).
The
equivalent positions in the iShares 1 - 3 Year Treasury Bond ETF (SHY) and iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD; 5.4 %) represented the fixed -
income holdings of the fund.
The part where you mentioned about the dividend raises from the
positions this year will be
equivalent to investing approximately $ 10000 at 3.5 % yield to get the same about of dividend
income should cause lightbulb moments for some people who are new to this strategy.
The fact that I have already established significant scientific credentials of the traditional variety, and have a tenured university
position, and am within a few years of being able to afford to retire, gives me a relatively secure personal
position (I also have a private sector company that provides additional
income, but it is definitely not
equivalent to my university
income at this point).