Penn Wealth Publishing

2021.01.10 Penn Wealth Report Vol 9 Issue 01

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Portfolio (sorted by yield) 52 Wk Low Price 52 Wk High 1-yr return Stop Duration $22.57 $31.99 $43.15 -13.50% N/A $26.08 $28.76 $39.55 -21.38% N/A $31.66 $42.80 $49.26 -2.11% N/A Scotia $31.94 $54.04 $56.78 1.59% N/A Blackstone / GSO Senior Loan ETF $36.01 $45.65 $46.85 2.78% N/A Emerging Markets Bond $10.97 $13.89 $14.10 6.17% 7.69 Campus Communities Inc $20.13 $42.77 $49.02 -4.38% N/A Office Properties Trust $15.23 $26.08 $30.57 -7.11% N/A Communities Inc $118.17 $160.43 $229.40 -20.26% N/A Morgan USD Em Mkts Bd ETF $85.00 $115.91 $117.20 5.42% 8.55 Newfleet Multi-Sect Bd ETF $19.78 $25.68 $26.37 8.02% N/A DoubleLine Total Return Tact ETF $46.54 $49.28 $50.49 3.56% 3.49 $ Invmt Grade Corp Bd ETF $104.95 $138.13 $139.38 10.97% 9.62 Bond ETF $100.31 $113.11 $114.61 7.80% 5.28 Short-Term Corporate Bond ETF $47.21 $55.17 $55.30 5.37% N/A Barclays Convert Secs ETF $39.81 $82.79 $83.30 53.39% 1.64 Total Bond Market ETF $76.49 $88.19 $89.59 7.71% N/A Global Bond $9.59 $12.09 $12.28 11.87% 3.40 TCWOpportunistic Fxd Inc ETF $45.38 $54.73 $58.74 8.88% 5.67 Aggregate Bond Inv $11.30 $12.20 $12.41 8.42% 6.12 Fixed Income I $11.10 $11.85 $12.16 8.79% 5.55 Year Treasury Bond ETF $135.91 $157.73 $179.70 18.15% 19.07 Ultra-Short Income ETF $46.02 $50.79 $50.88 2.17% 0.78 Treasury Bond ETF $25.94 $27.24 $28.54 7.29% N/A Agency Bond ETF $115.67 $119.55 $124.18 5.78% 3.69 Bond ETF $107.37 $127.65 $127.68 10.84% 7.84 10 Jan 2021 penn wealth Report volume 9 issue 01 27 Copyright 2021. All Rights Reserved. investment intelligence Penn Strategic Income Portfolio

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