In 2024, Syfe Core Portfolios not only outshined benchmarks but also left their peers trailing behind, thanks to some significant improvements. Despite the turbulence in interest rates throughout the year, the Income+ Portfolios managed to deliver consistent and impressive returns, outperforming the broader bond markets. As a result of strategic re-optimization, the distribution yield for Income+ Preserve increased, moving from a range of 4.5%–5.0% annually to 5.0%–5.5%. In the third quarter of 2024, we rolled out the S&P 500 Downside Protected Portfolio, also known as the Protected Portfolio, to equip you with cutting-edge tools for crafting your investment strategies.
The year proved to be outstanding for Syfe’s Core Portfolios, with each one achieving…
