Stockchase Opinions

Larry Berman CFA, CMT, CTA Dynamic Active Investment Grade Floating Rate ETF DXV-T DON'T BUY Dec 04, 2023

Look back on rates not a safe way to value bond. Going forward, rates will change. Investment thesis on interest rates will determine outlook for this product. Not a good investment if you think rates will fall. 

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It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.

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Yield is ~6.4%, without much volatility.

Doesn't use it himself. It should use similar strategies as ZMMK, but he'd have to do some research on it. Does deliver a slightly higher return than ZMMK. Stay tuned to X, and he will send out something when he knows more.