Flexible Income:
Responding to Changing Stock Markets
What is Flexible Income?
Most fixed income strategies focus on one particular part of the bond market. Our approach is different. We can invest in many kinds of bond funds. We believe this dynamic approach to managing bond investments can respond to changing bond markets and take advantage of potential opportunities in the fixed income arena as they develop over time.
Just as NoLoad FundX’s Upgrading strategy responds to changes in the stock market, NoLoad FundX’s Flexible Income strategy leads us to respond to changing bond markets. The Flexible Income strategy aligns with current bond market trends by incrementally shifting our portfolios to the most recent, best performing areas of fixed income.
NoLoad FundX’s Flexible Income Portfolio
The Monthly Flexible Income Portfolio (MFIP) is a more conservative portfolio that may be used on its own or in conjuction with equity portfolios such as the Monthly Upgrader Portfolio (MUP).
Similar to the flexible income portfolios that DAL manages, this portfolio invests primarily in bond funds.
The Monthly Flexible Income Portfolio (MFIP), Noload FundX’s model bond fund portfolio, was added to the newsletter in August 2005. Like the Monthly Upgrader Portfolio (MUP, page 2), the MFIP shows investors exactly what funds to own now, and how much of your portfolio to dedicate to each fund.
The MFIP also gave subscribers the opportunity to follow our Flexible Income strategy, an active approach to fixed income that was previously only available to investors in the flexible income mutual fund we manage.