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IT Outage: A Special Report of BOC Portfolio Newsletter
Summary: The BOC Portfolio Newsletter Director Methodology suggests being in BlackRock Ultra Short-Term Bond ETF (symbol ICSH) temporarily for all Model Portfolios until IT outage damage is assessed. ICSH has no P/E ratio and a 30-day SEC yield of 5.42% as of...
A Confluence of Triggers: Correlating a Collapse of All Major Asset Classes
Summary: Spend Agenda is a phrase coined by Business Owners Charter, Inc. (“BOC”) for recurring deficit spending threatening systemic risk. A recent confluence of domestic and global factors including crowding in short-duration US Treasury markets, destabilizing Spend...
Juggernaut Spend Agenda
Summary Juggernaut Spend Agenda is a phrase coined by Business Owners Charter, Inc. for recurring deficit spending threatening systemic risk. That Bitcoin is up and coming since the launch of 10 spot Bitcoin Exchange Traded Funds (ETF’s) is undeniable. Boc Portfolio...
Disintermediation Risk of US Treasuries a Special Report of BOC Portfolio Newsletter
Summary: Business Owners Charter Inc.’s BOC Portfolio Newsletter asset allocations may change at any time as of 8/17/2023 recommended for all risk tolerances 100% into BlackRock Ultra Short-Term Bond ETF (symbol “ICSH”) with a 30 Day SEC Yield of 5.36%, comprised of...
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...