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 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

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 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