Summary: Business Owners Charter Inc.’s BOC Portfolio Newsletter recommends 100% as of 8/17/2023 for all risk tolerances into BlackRock Ultra Short-Term Bond ETF (symbol “ICSH”) with a 30 Day SEC Yield of 5.36%, comprised of Corporate America Bonds. Paying off short term holdings is the highest priority for any Corporation to retain its credit worthiness.… Continue reading Disintermediation Risk of US Treasuries a Special Report of BOC Portfolio Newsletter
Summary: Spend Agenda is a phrase coined by BusinessOwnersCharter.com for recurring deficit spending. For example a US Fiscal Policy Spend Agenda has deficit spent every year since 2001. Yet according to the International Monetary Fund (“IMF”) on 4/7/22 “Standard economic theory states that inflation will get out of control under a prolonged mix of certain monetary… Continue reading 2023 Inflation and Potential Investing Solutions
Summary: If you are an investment fiduciary or a financial professional seeking superior retail investment results, seek a wholesale investment methodology fiduciary that beats the S&P 500 with significant excess returns, and lower volatility. At least one exists. Business Owners Charter, Inc. (BOC) is not a Registered Investment Advisor, a Broker Dealer, or any entity… Continue reading When a Fiduciary Stops Becoming a Fiduciary
Summary: Business Owners Charter, Inc. (BOC) provides this report only for Financial Professionals for informational purposes. Whether you are an Outsourced Chief Investment Officer (OCIO), Registered Investment Advisor CEO, Franchise Owner, a provider of a separately managed account (SMA), or other type of Financial Professional, we are an investment methodology fiduciary to investment firms like… Continue reading Since inception in 2017 BOC Portfolio, Total Returns After Advisor Fees
Who we are not. Business Owners Charter, Inc. (“BOC”) has no assets under management and is not a Registered Investment Advisor, a Broker Dealer, or any entity licensed to sell securities (“Clients”). Who we are. BOC is a wholesale investment methodology fiduciary for investment firms. What we do. Our wholesale investment methodology offers a potential… Continue reading About the BOC Portfolio
Summary: There may be 3 parts to a worldwide collapse in all major asset classes. In this investment research paper, Jeff Liautaud considers scenario plans as the collapse occurs. In Part 1, the author explains that if an S&P 500 fall potential exists, being in cash may be the best place to be. In Part… Continue reading Correlation of a collapse potential for all major asset classes.