Penn Wealth Publishing

2019.09.15 Penn Wealth Report Vol 7 Issue 04

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Penn Strategic Income Portfolio Asset Class Classification Sym Yield Name Income Bank Loan SRLN 5.53% SPDR® Blackstone Allocation Convertibles CWB 5.23% SPDR® Blmbg Barclays Equities Copper SCCO 4.50% Southern Copper Taxable Bond Corporate Bond LQD 3.41% iShares iBoxx $ Taxable Bond Emerging Markets Bond EMB 5.44% iShares JP Morgan Corporate Bond ‐ High Yield High Yield Bond HYT 8.08% BlackRock Corp Income Intermediate Core‐Plus Bond BOND 3.43% PIMCO Active Bond Growth and Income Intermediate Core‐Plus Bond TOTL 3.42% SPDR® DoubleLine Government Bond ‐ Treasury Intermediate Government GOVT 2.00% iShares US Treasury Income Multisector Bond NFLT 4.65% Virtus Newfleet Corporate Bond ‐ General Nontraditional Bond IGIH 4.76% Xtrackers Inv Grd Income Nontraditional Bond ISIAX 4.28% Voya Strategic Equities Oil & Gas Midstream ENB 6.22% Enbridge Inc Growth and Income Preferred Stock PFF 5.61% iShares Preferred&Income Specialty ‐ Real Estate Real Estate VNQ 3.27% Vanguard Real Equities REIT ‐ Retail ADC 3.06% Agree Realty Corp Equities REIT ‐ Retail O 3.61% Realty Income Growth and Income Short‐Term Bond IGSB 3.07% iShares Short‐Term Equities Telecom Services BCE 4.86% BCE Inc Equities Telecom Services T 5.32% AT&T Inc Equities Utilities ‐ Regulated Electric EIX 3.36% Edison International Penn Wealth Report investment intelligence Copyright 2019. All Rights Reserved. 20 penn wealth Report volume 7 iSSue 04 15 Sep 2019 inveStment intelligence Penn Strategies

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