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Vic_C

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Vic_C
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  • Almost all of my bond exposure is to corporate credit so I like the idea of a product that is not at all tied to economic activity. I went with a small allocation to ACBAX. It has grown and achieved decent scale. Stone Ridge minimums are $5M so real…
  • New catastrophic bond ETF from Brookmont is ticker ILF. I dug pretty deep into it. I couldn’t get comfortable just yet with them providing the necessary liquidity required in an ETF wrapper. In addition, imo scale is particularly critical for achiev…
  • Barron's mentioned in July 21, 2025 issue that CAT bond issuance for YTD (then) was already more than that for full 2024. Be careful with hot areas attracting lot of money. If there are no recent catastrophic events, then the CAT bond investors win…
  • There's also at least one interval fund: AARTX. Just in case you want to up your risk (and reward). Thus, while the interval fund’s expected returns are higher, its risks are also higher. https://www.morningstar.com/bonds/catastrophe-bonds-strategi…
  • I am invested in cat bond funds. I just made a 4% allocation to ACBAX, an OEF. How are you accessing them?