Penn Wealth Publishing

2019.12.08 Penn Wealth Report Vol 7 Issue 05

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Penn Strategic Income Portfolio Asset Class Classification Sym Yield Name Equities Oil & Gas E&P BSM 12.36% Black Stone Minerals Corporate Bond ‐ High Yield High Yield Bond HYT 7.77% BlackRock Corp Equities Oil & Gas Midstream ENB 5.76% Enbridge Inc Growth and Income Preferred Stock PFF 5.68% iShares Preferred&Income Income Bank Loan SRLN 5.51% SPDR® Blackstone Taxable Bond Emerging Markets Bond EMB 5.36% iShares JP Morgan Equities Telecom Services T 5.34% AT&T Inc Allocation Convertibles CWB 5.05% SPDR® Blmbg Barclays Equities Telecom Services BCE 4.84% BCE Inc Corporate Bond ‐ General Nontraditional Bond IGIH 4.61% Xtrackers Inv Grd Income Nontraditional Bond ISIAX 4.29% Voya Strategic Income Multisector Bond NFLT 4.26% Virtus Newfleet Equities Copper SCCO 4.12% Southern Copper Equities REIT ‐ Residential O 3.55% Realty Income Equities Utilities ‐ Regulated Electric EIX 3.43% Edison International Growth and Income Intermediate Core‐Plus Bond TOTL 3.38% SPDR® DoubleLine Income Intermediate Core‐Plus Bond BOND 3.38% PIMCO Active Bond Taxable Bond Corporate Bond LQD 3.31% iShares iBoxx $ Specialty ‐ Real Estate Real Estate VNQ 3.13% Vanguard Real Equities REIT ‐ Residential ADC 3.10% Agree Realty Corp Growth and Income Short‐Term Bond IGSB 3.07% iShares Short‐Term Taxable Bond Ultrashort Bond JPST 2.69% JPMorgan Ultra‐Short Government Bond ‐ Treasury Intermediate Government GOVT 1.97% iShares US Treasury Penn Wealth Report investment intelligence Copyright 2019. All Rights Reserved. 20 penn wealth Report volume 7 issue 05 08 Dec 2019 investment intelligence Penn Strategies

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