Investment Playbook for 2024

Investing Playbook 2024

This probably does not constitute, technically, an SEO worthy blog post, but these are some notes that I came across and would like to share.  I came across a few quotes that might provide a little guidance in your 2024 investment strategies –

• Lock in high yields – “High-quality debt continues to provide attractive yields, especially against the risk to reward trade-offs of other assets” – Morgan Stanley
• Don’t get stuck in cash – “2024 will likely deliver a backdrop of falling rates and improving earnings, in which cash will work less well” – J.P. Morgan
• Lock in elevated yields – “expect yields to fall in 2024.  This speaks in favor of limiting cash allocations and locking in yields in quality bonds.” – UBS

Our fund, Clear Choice Fund is offering 9% on a two year Note and 8% on a one year Note.  Obviously, I am a fan of this type of investment.  These CCF investments are General Obligation Notes secured by 70% loan to value Deeds of Trust on non owner occupied residential real estate.  I won’t get into the details here, but generically, we are talking about high yield debt instruments secured by residential real estate.  I like this space.  If you would like to chat on any of this, please reach out.  I love to brainstorm this stuff.