Speculative Positioning
DISCLOSURE: Past performance is no guarantee of future results. Investment involves risk.
RiskBridge Advisors, LLC ("RiskBridge") is a registered investment adviser located in New Canaan, Connecticut. Such registration does not imply a certain level of skill or training. RiskBridge may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. RiskBridge is limited to disseminating general information about its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Risk Report on the Internet should not be construed by any consumer or prospective client as RiskBridge's solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet. For information about the registration status of RiskBridge, please contact the state securities regulators for those states in which RiskBridge maintains a registration filing. RiskBridge's current written disclosure statements discussing RiskBridge business operations, services, and fees are available at the SEC's investment adviser public information website – www.adviserinfo.sec.gov or from RiskBridge upon written request.
This material is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or participate in any trading strategy. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed, and RiskBridge Advisors, LLC makes no representation as to its accuracy or completeness. Securities highlighted or discussed in this communication are mentioned for illustrative purposes only and are not necessarily recommended for these securities. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. All investments involve risk, including the loss of principal. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. Risk Report and this information are not intended to provide investment, tax, or legal advice.
Benchmarks and indices are presented herein for illustrative and comparative purposes only. Such benchmarks and indices may not be available for direct investment, may be unmanaged, assume reinvestment of income, do not reflect the impact of any trading commissions and costs, management or performance fees, and have limitations when used for comparison or other purposes because they, among other things, may have different strategies, volatility, credit, or other material characteristics (such as limitations on the number and types of securities or instruments) than RiskBridge account. It should not be assumed that your account performance or the volatility of any securities held in your account will correspond directly to any comparative benchmark or index. We make no representations that any benchmark or index is an appropriate measure for comparison. Please see below for brief descriptions of some of the major indices mentioned in this material:
The S&P 500® Index is a market capitalization-weighted index of 500 of the largest U.S. companies, designed to measure broad U.S. equity performance.
The Bloomberg Barclays U.S. Aggregate Bond Index is a broad-based market capitalization-weighted bond market index representing intermediate-term investment-grade bonds traded in the United States.
The Core Personal Consumption Expenditure Price Index provides a measure of people's prices for domestic purchases of goods and services, excluding food and energy prices. The core PCE is the Fed's preferred inflation measure.
The Cboe Volatility Index (VIX) is a real-time market index representing the market's expectation of 30-day forward-looking volatility. Also known as the "Fear Index, it is used as a way to measure market risk.
The ICE BoA MOVE Index is a well-recognized indicator of U.S. interest rate volatility and bond market sentiment that measures the implied yield volatility of a basket of one-month over-the-counter options on 2-year, 5-year, 10-year, and 30-year Treasuries.
The Merrill Lynch 10-year U.S. Treasury Futures Total Return Index measures the performance of a fully collateralized rolling 10-year U.S. Treasury futures position.