Strategies

ETFFI Alternative Credit Strategy: July 2026 Performance Shows Proof of Concept

July demonstrated the strategy's main advantage. It did not avoid credit risk, but its diversified, short-duration construction substantially reduced the damage from the selloff in traditional investment-grade bonds. Current signals have cooled from Risk-on Credit to Balanced Income, supporting maintenance of the existing allocation rather than a new tactical trade.

ETFFI 5-Spot Model: July 2026 Attribution & Current Signal Update

  • Strategies
The ETFFI 5-Spot Model outperformed its benchmark in July as low-duration and floating-rate exposure cushioned bond-market weakness. Signals have since shifted toward Balanced Income, but quarterly trading rules keep the portfolio positioned in its prior Risk-on Credit allocation for now.

Income 10-Spot Model Attribution Report and Signal Review: July 2026

  • Strategies
The Income 10-Spot Model was essentially flat in July, returning -0.06% versus AGG down -1.30%, producing +1.24% of excess return. The policy allocation also outperformed AGG by +0.89%, while the model's active overlay added +0.35% versus policy.

ETFFI Alternative Credit Strategy: Diversified Credit Income with Lower Duration and Improved Risk Efficiency

  • Alt Credit, Credit, High Yield, Investment Grade, Strategies

Executive Summary The ETFFI Alternative Credit Strategy is a diversified fixed-income allocation designed to produce competitive income and total return while reducing reliance on the two dominant risks embedded in conventional corporate-bond portfolios: high-yield spread exposure and longer-duration investment-grade credit. The strategy combines high-yield bonds, short-maturity BBB credit, publicly traded

Introducing the ETFFI 5-Spot Model: A Lower-Risk Approach to Fixed Income Alpha

  • Alt Credit, Credit, High Yield, Investment Grade, Long Term Treasuries, Treasuries, Ultra Short Treasuries

The traditional fixed income allocation often forces investors into an uncomfortable trade-off. A broad investment-grade bond portfolio can provide diversification and income, but it may carry substantial interest-rate risk. Adding high-yield bonds can improve income and return potential, but it also introduces greater sensitivity to the economic cycle and credit

Income 10-Spot Model Rolling Attribution Report: July

  • Diversified Income, Strategies

  As of: July 8, 2026 Reference security: AGG Model: ETFFixedIncome.com Income 10-Spot Model The Income 10-Spot Model has outperformed its reference security, AGG, across each of the standard trailing return windows. The strongest relative results came over the 3M, 6M, and YTD periods, where the model’s income-oriented positioning, lower

The Hilton BDC Corporate Bond ETF