Automated Bonds aims to provide diversified exposure to bonds, a time-tested asset class that’s key in seeking to provide stability to an investment portfolio.
This strategy is designed to invest in a diversified basket of bond ETFs, which are algorithmically rebalanced to aim to maintain the appropriate portfolio mix for you and your goals. Our investable universe encompasses a broad set of markets, from emerging market debt to municipal bonds. We invest in these markets via ETFs, and select weights using a rules-based optimization, based on time-tested principles of Modern Portfolio Theory.
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Automated Bonds Explained
Minimum Initial Investment (non-retirement)
Bonds (Fixed Income)
4-8 Global Bond ETFs
U.S. Short Treasury Bonds (GBIL)
TIPS Inflation-Protected Bonds (VTIP)
Emerging Market Debt (EMB)
U.S. Municipal Bonds (VTEB)
Investment-Grade Corporate Bonds (VCIT)
*As of 05/01/23, subject to change quarterly. Holdings shown for Automated Bonds are for taxable accounts only.
Titan Advisory Fee
0.10% – 0.12%
Idea Generation and Investment Universe
The Titan Automated Bonds investment process begins with a broad set of bond markets that are diversifying to one another. Our universe encompasses a broad set of markets, from emerging market debt to municipal bonds, but final portfolios are determined by a rigorous, rules-based model.
Our automated, rules-based approach to determining investment weights is based on time-tested principles of portfolio optimization and Modern Portfolio Theory. Our model forms expectations for returns, correlations, and volatilities of bond markets, and selects weights that aim to enhance risk-adjusted return.
Investments will naturally drift with market movements, which is why the strategy is rebalanced quarterly for risk management and optimal return purposes. Rebalances are implemented automatically and within reasonable thresholds in seeking proper risk management without over-trading. The holdings and weights for Automated Bonds may differ between taxable and retirement accounts.