Brooke ThackrayiShares Barclays 7-10 Year Trasry Bnd FdIEFPAST TOP PICKMar 01, 2021

(A Top Pick Jul. 23/18, Flat) He sold in mid-September. It is not in its seasonal period so he would not own it now.

Seven to 10-year government bonds do well this time of year. The past two summers, IEF had good runs, so sell them in late-September/early-October.

(A Top Pick May 14/14. Up 2.95%.) Bonds tend to do well from May into October. This is still in an uptrend and, from a seasonal basis, can perform well until the end of the year.

Government bonds work in US or Canada from May until beginning of October. Didn’t work last year because of Fed talking of tapering.

(A Top Pick May 1/13. Down 6.22%.) Bonds tend to do well from May into October when the money comes out of the stock market and tends to go into the bond market. But this year was a little bit different. Bonds got hammered. Probably a bit oversold. Sold his holdings at about $105 in May which was its support point. He might go back into this in August and September, which is the sweet spot for fixed income.

US Treasury. US and Canada are not raising rates. It has a base and we are going to have another run. He is not buying it for the yield but for the growth.

Seasonally from May 6 to October 3 is significant. This has produced 14.8% returns from 1999 and has been up 77% of the time. This is when bonds do well. Looking to get into this position shortly.