Portfolio Strategies: SAM Treasury
Portfolio Strategies
SAM Treasury
What is the Treasury Strategy?
The Treasury strategy offered by Stansberry Asset Management, LLC (“SAM”) generates current income in a very safe manner.
This strategy will primarily invest in a ladder of short-term fixed-income Treasury securities that mature in less than two years. Bond laddering involves purchasing bonds with varying maturity dates. Staggering maturity dates reduces risk and ensures a steady stream of income for bond holders.
The Treasury strategy seeks to maximize yield while maintaining liquidity and the diversification benefits
that come with investing in different parts of the yield curve.
A Safe Haven in Stormy Times
Market turbulence. Near-term liquidity needs. Safety beyond FDIC coverage limits. We understand there are many reasons investors need to allocate their capital in a way that generates a return but does not compromise safety.
Safety of principal is paramount to the Treasury strategy. We have designed this strategy to be a reliable safe haven for your capital.
Liquid
The U.S. Treasury securities market is the most liquid securities market in the world.
Agile
Our focus on shortterm securities allows us to respond quickly to changes in interest rates.
Safe
While we have long-term concerns about the U.S. national debt, in the short-term we believe the U.S. to be among the most reliable debtors in the world.
We diversify capital over a number of different maturity dates.
The capital is spread across multiple rungs, in different amounts and with different yields.
Generally, in the Treasury strategy, capital proceeds from maturing bonds are then invested into new tranches with longer-dated maturities further out on the ladder.