《The Sector Rotation Just Changed. Here’s What’s Leading》
IEI是表现优异的短端债券ETF;债券投资偏好应放在曲线短端,那里存在阿尔法。
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而我们有IEI、SHY和BIL。那是曲线的短端,是真正的明显表现优异者。
And we have IEI, SHY, and BIL. That's the shorter end of the curve as real clear outperformer.
最重要的信息是,债券投资的偏好应该放在曲线的短端。BIL、SHY、IEI。所以,那是1到3个月、1到3年、3到7年。那就是你的阿尔法所在。那就是你的超额收益所在。
The most important message is that the preference for bond investments should be on the shorter end of the curve. BIL, SHY, IEI. So, that's 1 to 3 months, 1 to 3 years, and 3 to 7 years. That's where that's where your alpha lies. That's where where your outperformance lies.