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Disintermediation Risk of US Treasuries a Special Report of BOC Portfolio Newsletter
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...
2023 Inflation and Potential Investing Solutions
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...
When a Fiduciary Stops Becoming a Fiduciary
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....
Since inception in 2017 BOC Portfolio, Total Returns After Advisor Fees
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...
About the BOC Portfolio
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...
Correlation of a collapse potential for all major asset classes.
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...