5.3

Barbells

PYTHON PLUGIN Fixed Income Portfolio

Description

Strategy 5.3: Barbell -- invest at short and long ends of yield curve

Strategy Logic

Strategy 5.3: Barbell Portfolio. Invest at the short end and long end of the yield curve, skipping the middle. Go long bonds with maturity <= short_max OR >= long_min.

Parameters

Parameter Default Value Type
short_max_maturity 2.0 float
long_min_maturity 20.0 float

Risk Configuration

Risk Parameter Value
Max Position Pct 15.0%
Stop Loss Pct 2.0%
Take Profit Pct 3.0%
Max Drawdown Pct 5.0%