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Carr Financial Group's Defensive Bond Moves

The Motley Fool Logo The Motley Fool By Emma Newbery
Carr Financial Group's Defensive Bond Moves

Carr Financial Group increased its position in Vanguard Total Bond Market ETF by 78,520 shares, worth $6.09 million, making it 8.5% of its assets under management. The move appears to be part of a broader defensive strategy, including investments in gold and dividend stocks.

Insights
SOJC   positive

Beat earnings forecasts, reported revenue growth of 7.5%, increased kilowatt-hour sales in commercial and industrial sectors, and expanded total regulated utility customer base


BND   neutral

Steady investment with modest performance, used as a risk-balancing asset in portfolio