Stop Letting Volatility Control Your Portfolio: Build Defensive Fixed-Income Blends with a Proven System for Recession-Ready Stability E-Book

Isabelle Hartman

• Herausgeber: BookRix
• Kategorie: Fachliteratur
• Sprache: Englisch

Veröffentlichungsjahr: 2025

Beschreibung

When recessions hit, portfolios can unravel fast. The problem? Investors often lean on equities or the wrong types of bonds, leaving themselves exposed to drawdowns, liquidity crunches, and capital erosion.

This book provides the solution: a technical, professional-grade system for constructing recession-ready fixed-income portfolios that protect capital while maintaining income. You’ll learn how to blend Treasuries, corporates, and defensive ETFs to cushion volatility, when to shorten duration, and how to use credit spreads as a signal for risk-on or risk-off positioning.

With data-driven insights, real-world case studies, and step-by-step allocation models, this guide equips professionals and serious investors with a repeatable framework for recession resilience. You’ll discover how to design fixed-income strategies that defend in downturns yet remain flexible enough to seize opportunities in recovery.

Stop reacting to volatility. Start mastering the fixed-income strategies that keep portfolios stable, liquid, and profitable—even in recessionary markets.

Leseprobe

Isabelle Hartman

Stop Letting Volatility Control Your Portfolio:Build Defensive Fixed-Income Blends with a Proven System for Recession-Ready Stability

Copyright © 2025 by Isabelle Hartman

All rights reserved. No part of this publication may be reproduced, stored or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise without written permission from the publisher. It is illegal to copy this book, post it to a website, or distribute it by any other means without permission.

This novel is entirely a work of fiction. The names, characters and incidents portrayed in it are the work of the author's imagination. Any resemblance to actual persons, living or dead, events or localities is entirely coincidental.

Isabelle Hartman asserts the moral right to be identified as the author of this work.

Isabelle Hartman has no responsibility for the persistence or accuracy of URLs for external or third-party Internet Websites referred to in this publication and does not guarantee that any content on such Websites is, or will remain, accurate or appropriate.

Designations used by companies to distinguish their products are often claimed as trademarks. All brand names and product names used in this book and on its cover are trade names, service marks, trademarks and registered trademarks of their respective owners. The publishers and the book are not associated with any product or vendor mentioned in this book. None of the companies referenced within the book have endorsed the book.

First edition

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Contents

1. Chapter 1

2. Chapter 1: Understanding Volatility in Financial Markets

3. Chapter 2: The Role of Fixed Income in a Balanced Portfolio

4. Chapter 3: An Overview of Recession-Ready Bonds

5. Chapter 4: Crafting a Defensive Allocation Strategy

6. Chapter 5: Timing Your Market Moves: Duration Strategies

7. Chapter 6: Understanding Credit Spreads as Risk Indicators

8. Chapter 7: Blending Fixed Income: Treasuries, Corporates, and ETFs

9. Chapter 8: Constructing a Volatility Cushion: Defensive ETFs

10. Chapter 9: Case Studies: Successful Recession-Ready Strategies

11. Chapter 10: Building a Recession Portfolio Protection Framework

12. Chapter 11: Adapting and Adjusting Fixed-Income Strategies in Recovery

13. Chapter 12: The Future of Fixed Income and Investor Considerations

14. Chapter 1: Understanding Volatility in Financial Markets

15. Chapter 2: The Role of Fixed Income in a Balanced Portfolio

16. Chapter 3: An Overview of Recession-Ready Bonds

17. Chapter 4: Crafting a Defensive Allocation Strategy

18. Chapter 5: Timing Your Market Moves: Duration Strategies

19. Chapter 6: Understanding Credit Spreads as Risk Indicators

20. Chapter 7: Blending Fixed Income: Treasuries, Corporates, and ETFs

21. Chapter 8: Constructing a Volatility Cushion: Defensive ETFs

22. Chapter 9: Case Studies: Successful Recession-Ready Strategies

23. Chapter 10: Building a Recession Portfolio Protection Framework

24. Chapter 11: Adapting and Adjusting Fixed-Income Strategies in Recovery

25. Chapter 12: The Future of Fixed Income and Investor Considerations

1

Chapter 1

Table of Contents

2

Chapter 1: Understanding Volatility in Financial Markets

What is Volatility?

The Psychological Impact of Volatility

Common Investor Reactions to Volatility

Volatility and Portfolio Structure

The Role of Technical Analysis in Volatility

3

Chapter 2: The Role of Fixed Income in a Balanced Portfolio

Understanding Fixed Income

The Stability of Bonds in Turbulent Times

Different Types of Fixed-Income Securities

The Role of Duration in Fixed-Income Investing

4

Chapter 3: An Overview of Recession-Ready Bonds

Understanding Recession-Ready Bonds

Key Bond Categories and Their Roles

The Role of Treasuries in Defensive Strategies

Investment-Grade Corporates: Yield vs. Safety

Blending Bonds: Strategies for Resilience

Conclusion and Key Takeaways

5

Chapter 4: Crafting a Defensive Allocation Strategy

Understanding Defensive Allocation

Key Components of a Defensive Fixed-Income Portfolio

Timing Your Adjustments

Practical Considerations for Implementation

6

Chapter 5: Timing Your Market Moves: Duration Strategies

Understanding Duration in Fixed-Income Investing

Strategies for Shortening Duration

Balancing Duration and Yield

Monitoring Duration as Economic Conditions Change

7

Chapter 6: Understanding Credit Spreads as Risk Indicators

Introduction to Credit Spreads

Interpreting Widening and Narrowing Spreads

Credit Spreads as a Risk-On/Risk-Off Signal

Incorporating Credit Spreads into Investment Strategies

8

Chapter 7: Blending Fixed Income: Treasuries, Corporates, and ETFs

Understanding Treasuries in a Recession

The Role of Corporate Bonds

The Value of Fixed-Income ETFs

Building a Balanced Portfolio

9

Chapter 8: Constructing a Volatility Cushion: Defensive ETFs

Understanding Defensive ETFs

Performance of Defensive ETFs in Recessions

Integrating Defensive ETFs into a Fixed-Income Portfolio

Risk Management with Defensive ETFs

Future Trends in Defensive ETFs

10

Chapter 9: Case Studies: Successful Recession-Ready Strategies

Case Study: The Resilient Bond Ladder

Case Study: Utilizing Defensive ETFs

Case Study: Shortening Duration to Mitigate Risk

Case Study: Blending Treasuries and Corporates

11

Chapter 10: Building a Recession Portfolio Protection Framework

Understanding Recession Dynamics

Defining Defensive Fixed Income Strategies

Constructing a Recession-Ready Asset Allocation

Monitoring and Adjusting Your Portfolio

12

Chapter 11: Adapting and Adjusting Fixed-Income Strategies in Recovery

Understanding Economic Recovery Phases

Adjusting Duration and Yield Considerations

Utilizing Credit Spreads in Recovery

Adopting Flexible Allocation Strategies