The Sierra Tactical Bond Program seeks to produce satisfying long-term returns while limiting downside risk. It uses a tactical approach to move between three uncorrelated asset classes: High Yield Corporate Bonds, U.S. Treasuries, or Cash. Tactical Bond Program accounts are diversified among typically eight or more High Yield Corporate Bond mutual funds. When each underlying High Yield Corporate Bond mutual fund hits its sell point, we will move the relevant assets temporarily into a long-term Treasury bond fund, provided the Treasury fund is in an uptrend, until the next set of buy signals in the High Yield Corporate Bond funds. If the Treasury fund is not in an uptrend, we will instead move temporarily into a money market fund until either the High Yield Corporate Bond funds or Treasury fund gives an new buy signal.
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The benchmark for the Sierra Tactical Bond Program is the Bloomberg Barclays U.S. Aggregate Bond Index, which is a broad-based flagship benchmark that measures the investment grade, US dollar-denominated, fixed-rate taxable bond market.
It is not our goal to equal or exceed the stock market averages.