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Flex Trades Alerts | Repositioning For Best Opportunities In 2021

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Yield Hunting
Mar 26, 2021
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Summary

  • NHF ---> HIO.

  • JSD ---> PHD.

  • EIM --->  NMCO.

  • EFF --->   BGX.

  • ISD --->  KIO      BWG ---> NHS.

The Flex portfolio lagged the Core Income Portfolio by several percentage points last year.  The difference was in quality of the underlying assets- with higher rated stuff in the Core relative to the Flex.  The Flex looks for oversold ideas and while it has a…

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