Assets › debt-alt
Corporate Bond (AAA / high-yield)
Below 12% forward floor — included only for diversification, excluded from optimizer by default.
Fwd expected return 8.0%
Annualised volatility 4.0%
Sleeve debt-alt
Below floor Below 12%
Risk notes
AAA 7.5-8.5%, sub-AAA high-yield 9-11% with real credit/default risk. Slab-taxed. Rate-sensitive. Caps below 12% even at the high-yield end. Ballast, not growth.
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