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Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $12.22)
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Harvest Premium Yield Treasury ETF (HPYT $8.01)
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Hamilton U.S. T-Bill YIELD MAXIMIZER TM ETF (HBIL $14.57)
Q: I asked a question about these holding in February. I noted on CNBC this morning that they had an article entitled "Jamie Dimon warns of ‘some kind of bond crisis’ ahead as global debt risks build".
If we do get some form of Bond crisis/alert what will be the impact on these 3 ETF's? I have held them for several years and I'm up maybe 5% overall over that time. Probably 2% on an annualized basis. In total, they represent about 14% of my holdings. Given I've held them so long I am fearful I would be selling just as they could possibly turn around. Any thoughts on the outlook for the balance of 2026 for these 3? Factoring in all the geopolitical/debt issues in the world, If you owned them would you be a seller? Would you sell all of them or simply reduce by XX% across the board. If selling, in what order would you sell and why?
If we do get some form of Bond crisis/alert what will be the impact on these 3 ETF's? I have held them for several years and I'm up maybe 5% overall over that time. Probably 2% on an annualized basis. In total, they represent about 14% of my holdings. Given I've held them so long I am fearful I would be selling just as they could possibly turn around. Any thoughts on the outlook for the balance of 2026 for these 3? Factoring in all the geopolitical/debt issues in the world, If you owned them would you be a seller? Would you sell all of them or simply reduce by XX% across the board. If selling, in what order would you sell and why?
5i Research Answer:
It is important to keep in mind why they are held, as holdings like this are intended to provide stability and a source of cash flows. We would view this mix as well diversified and fairly safe in the scheme of things so we would not be too concerned about some sort of bond crisis and if that happens, there are likely going to be bigger problems to worry about!