Current Yieldstream Portfolio Allocation

Depending on current market conditions as determined by our strategy, the Yieldstream model portfolio is invested in either 3 top-ranked bond funds, or money market funds.

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Portfolio Allocation History

Yieldstream portfolio changes during the past year are shown to members only. Older transactions are listed in the table below.

Date Portfolio Changes (all equal-sized positions)
03/10/2023 Switch to Money Market
02/28/2023 Switch to TUHYX, MNHYX, SHYPX
02/21/2023 Switch to Money Market
01/04/2023 Switch to MNHYX, TUHYX, SHYPX
12/29/2022 Switch to Money Market
11/11/2022 Switch to MNHYX, SHYPX, TUHYX
09/14/2022 Switch to Money Market
09/13/2022 Switch to MNHYX, NTHEX, MSYPX
08/29/2022 Switch to Money Market
08/26/2022 Switch to MNHYX, NTHEX, AYBAX
08/24/2022 Switch to Money Market
07/28/2022 Switch to MNHYX, OHYAX, CHYDX
01/19/2022 Switch to Money Market
01/12/2022 Switch to MNHYX, OHYAX, WHIYX
01/10/2022 Switch to Money Market
12/22/2021 Switch to MNHYX, WHIYX, CHYDX
12/14/2021 Switch to Money Market
12/08/2021 Switch to MNHYX, WHIYX, CHYDX
11/18/2021 Switch to Money Market
10/15/2021 Switch to MNHYX, WHIYX, CHYDX
10/11/2021 Switch to Money Market
10/08/2021 Switch to MNHYX, WHIYX, CHYDX
10/07/2021 Switch to Money Market
11/03/2020 Switch to MNHYX, MSYPX, WHIYX
10/29/2020 Switch to Money Market
10/01/2020 Switch to MNHYX, MSYPX, WHIYX
09/24/2020 Switch to Money Market
05/19/2020 Switch to BJBHX, INEAX, TGHNX
05/14/2020 Switch to Money Market
05/13/2020 Switch to BJBHX, JAHYX, TGHNX
04/21/2020 Switch to Money Market
04/20/2020 Switch to BJBHX, JAHYX, INEAX
04/16/2020 Switch to Money Market
04/15/2020 Switch to BJBHX, JAHYX, INEAX
02/25/2020 Switch to Money Market
02/05/2020 Switch to BJBHX, JAHYX, INEAX
01/31/2020 Switch to Money Market
01/30/2020 Switch to INEAX, JAHYX, MNHYX
01/28/2020 Switch to Money Market
11/25/2019 Switch to INEAX, BJBHX, JAHYX
11/22/2019 Switch to Money Market
10/14/2019 Switch to MNHYX, INEAX, PAXHX
10/03/2019 Switch to Money Market
08/20/2019 Switch to MNHYX, INEAX, MSYPX
08/15/2019 Switch to Money Market
08/09/2019 Switch to MNHYX, INEAX, MSYPX
08/08/2019 Switch to Money Market
08/07/2019 Switch to MNHYX, INEAX, MSYPX
08/06/2019 Switch to Money Market
06/05/2019 Switch to MSYPX, WHIYX, MNHYX
06/03/2019 Switch to Money Market
05/31/2019 Switch to MSYPX, WHIYX, MNHYX
05/30/2019 Switch to Money Market
01/08/2019 Switch to MSYPX, STHTX, WHIYX
10/10/2018 Switch to Money Market
07/10/2018 Switch to MSYPX, WHIYX, STHTX
06/28/2018 Switch to Money Market
06/06/2018 Switch to WHIYX, MSYPX, BJBHX
04/24/2018 Switch to Money Market
04/11/2018 Switch to WHIYX, BJBHX, MSYPX
02/05/2018 Switch to Money Market
11/22/2017 Switch to MSYPX, BJBHX, MNHYX
11/10/2017 Switch to Money Market
08/23/2017 Switch to NTHEX, MSYPX, WHIYX
08/21/2017 Switch to Money Market
08/15/2017 Switch to NTHEX, WHIYX, MSYPX
08/14/2017 Switch to Money Market
03/29/2017 Switch to NTHEX, WHIYX, MSYPX
03/22/2017 Switch to Money Market
03/17/2017 Switch to NTHEX, WHIYX, PAXHX
03/10/2017 Switch to Money Market
11/29/2016 Switch to NTHEX, MSYPX, AHBAX
11/10/2016 Switch to Money Market
11/08/2016 Switch to NTHEX, MSYPX, AHBAX
11/03/2016 Switch to Money Market
03/02/2016 Switch to MSYPX, MNHYX, NTHEX
11/10/2015 Switch to Money Market
10/19/2015 Switch to MSYPX, MNHYX, NTHEX
10/14/2015 Switch to Money Market
10/12/2015 Switch to MSYPX, MNHYX, SAMHX
06/29/2015 Switch to Money Market
06/22/2015 Switch to MSYPX, MNHYX, SAMHX
06/15/2015 Switch to Money Market
06/12/2015 Switch to MSYPX, MNHYX, STHTX
06/10/2015 Switch to Money Market
03/20/2015 Switch to MSYPX, STHTX, MNHYX
03/18/2015 Switch to Money Market
01/29/2015 Switch to MSYPX, MNHYX, BJBHX
11/05/2014 Switch to Money Market
11/03/2014 Switch to MSYPX, MNHYX, BJBHX
09/10/2014 Switch to Money Market
08/19/2014 Switch to MSYPX, NTHEX, BJBHX
07/28/2014 Switch to Money Market
07/25/2014 Switch to MSYPX, BJBHX, NTHEX
07/18/2014 Switch to Money Market
09/12/2013 Switch to NTHEX, USHYX, BJBHX
08/07/2013 Switch to VSGBX, VBISX, FSGVX
07/17/2013 Switch to NTHEX, USHYX, BJBHX
05/30/2013 Switch to VSGBX, FSGVX, VFISX
11/20/2012 Switch to USHYX, AHBAX, AHBIX
11/19/2012 Switch to VSGBX, FSGVX, VFISX
06/19/2012 Switch to AHBAX, USHYX, AHBIX
05/18/2012 Switch to VSGBX, FSGVX, VFISX
12/02/2011 Switch to USHYX, AHBAX, SSHYX
11/22/2011 Switch to VSGBX, FSGVX, VFISX
10/20/2011 Switch to USHYX, AHBAX, AHBIX
08/04/2011 Switch to VSGBX, VFISX, FSGVX
07/05/2011 Switch to USHYX, STHTX, AHBAX
06/08/2011 Switch to VSGBX, VFISX, FSGVX
12/06/2010 Switch to STHTX, USHYX, SSHYX
11/24/2010 Switch to VSGBX, VFISX, FSGVX
07/09/2010 Switch to NTHEX, USHYX, STHTX
06/30/2010 Switch to VSGBX, VFISX, FSGVX
06/29/2010 Switch to NTHEX, USHYX, STHTX
06/25/2010 Switch to VSGBX, VFISX, FSGVX
06/22/2010 Switch to NTHEX, USHYX, STHTX
05/07/2010 Switch to VSGBX, VFISX, FSGVX
02/19/2010 Switch to USHYX, STHTX, BJBHX
02/08/2010 Switch to VSGBX, VFISX, FSGVX
03/20/2009 Switch to STHTX, BJBHX, PAHIX
02/25/2009 Switch to VSGBX, VFISX, FSGVX
01/05/2009 Switch to STHTX, BJBHX, PAHIX
06/24/2008 Switch to VFISX, VSGBX, SNGVX
04/03/2008 Switch to STHTX, BJBHX, PAHIX
12/13/2007 Switch to VFISX, VSGBX, SNGVX
12/12/2007 Switch to STHTX, BJBHX, PAHIX
11/08/2007 Switch to VFISX, VSGBX, SNGVX
09/19/2007 Switch to TGHNX, STHTX, NTHEX
06/08/2007 Switch to VFISX, VSGBX, TWUSX
07/20/2006 Switch to TGHNX, BJBHX, STHTX
07/18/2006 Switch to VFISX, VSGBX, TWUSX
07/03/2006 Switch to TGHNX, BJBHX, STHTX
06/13/2006 Switch to VFISX, VSGBX, CFSTX
06/12/2006 Switch to TGHNX, BJBHX, STHTX
06/09/2006 Switch to VFISX, VSGBX, CFSTX
05/30/2006 Switch to BJBHX, NTHEX, STHTX
05/23/2006 Switch to VFISX, VSGBX, CFSTX
11/29/2005 Switch to BJBHX, STHTX, INEAX
10/05/2005 Switch to VFISX, VSGBX, SNGVX
10/04/2005 Switch to BJBHX, STHTX, CHYDX
09/21/2005 Switch to VFISX, VSGBX, CFSTX
05/31/2005 Switch to INEAX, NTHEX, USHYX
03/17/2005 Switch to VFISX, VSGBX, CFSTX
06/08/2004 Switch to USHYX, BJBHX, MWHYX
05/04/2004 Switch to VFISX, VSGBX, CFSTX
05/03/2004 Switch to USHYX, BJBHX, MWHYX
04/30/2004 Switch to VFISX, VSGBX, CFSTX
04/23/2004 Switch to USHYX, BJBHX, MWHYX
04/22/2004 Switch to VSGBX, VFISX, CFSTX
03/29/2004 Switch to BJBHX, MWHYX, USHYX
03/24/2004 Switch to VFISX, VSGBX, CFSTX
03/01/2004 Switch to MWHYX, BJBHX, USHYX
02/24/2004 Switch to VFISX, VSGBX, CFSTX
02/12/2004 Switch to MWHYX, BJBHX, USHYX
02/05/2004 Switch to VSGBX, VFISX, CFSTX
08/21/2003 Switch to MWHYX, CHYDX, USHYX
07/31/2003 Switch to VFISX, VSGBX, CFSTX
11/01/2002 Switch to NTHEX, PAHIX, TGHNX
09/20/2002 Switch to CFSTX, VSGBX, VFISX
09/09/2002 Switch to NTHEX, CHYDX, PAHIX
09/06/2002 Switch to CFSTX, VSGBX, VFISX
09/03/2002 Switch to NTHEX, CHYDX, PAHIX
06/06/2002 Switch to CFSTX, VSGBX, SNGVX
06/03/2002 Switch to NTHEX, CHYDX, PAHIX
05/17/2002 Switch to CFSTX, SNGVX, VSGBX
03/05/2002 Switch to NTHEX, STHYX, PAHIX
02/06/2002 Switch to CFSTX, VSGBX, SNGVX
02/01/2002 Switch to NTHEX, STHYX, CHYDX
01/31/2002 Switch to CFSTX, VSGBX, SNGVX
12/21/2001 Switch to NTHEX, USHYX, STHYX
12/18/2001 Switch to CFSTX, VSGBX, SNGVX
11/01/2001 Switch to USHYX, STHYX, SSHYX
09/10/2001 Switch to CFSTX, SNGVX, VSGBX
08/28/2001 Switch to STHYX, USHYX, NTHEX
08/27/2001 Switch to CFSTX, SNGVX, VSGBX
08/01/2001 Switch to STHYX, NTHEX, USHYX
06/14/2001 Switch to SNGVX, DSIGX, CFSTX
05/23/2001 Switch to STHYX, NTHEX, USHYX
05/14/2001 Switch to DSIGX, VSGBX, SNGVX
05/03/2001 Switch to STHYX, NTHEX, USHYX
03/15/2001 Switch to CFSTX, DSIGX, SNGVX
01/02/2001 Switch to NTHEX, STHYX, SSHYX
09/20/2000 Switch to DSIGX, VFISX, VBISX
08/25/2000 Switch to NTHEX, SSHYX, STHYX
08/17/2000 Switch to DSIGX, VFISX, VBISX
06/06/2000 Switch to ABHIX, INEAX, STHYX
03/22/2000 Switch to VFISX, FSGVX, VBISX
11/04/1999 Switch to STHYX, INEAX, NTHEX
07/27/1999 Switch to VBISX, VFISX, SNGVX
07/02/1999 Switch to STHYX, NTHEX, INEAX
05/19/1999 Switch to VBISX, VFISX, FSGVX
03/10/1999 Switch to STHYX, INEAX, ABHIX
03/04/1999 Switch to VBISX, VFISX, SNGVX
11/04/1998 Switch to STHYX, INEAX, NTHEX
08/06/1998 Switch to SNGVX, FSGVX, TWUSX
07/01/1998 Switch to STHYX, NTHEX, INEAX
06/16/1998 Switch to SNGVX, FSGVX, TWUSX
11/04/1997 Switch to NTHEX, STHYX, INEAX
10/28/1997 Switch to SNGVX, FSGVX, TWUSX
04/24/1997 Switch to STHYX, NTHEX, INEAX
03/21/1997 Switch to SNGVX, FSGVX, TWUSX
07/11/1996 Switch to INEAX, STHYX, NTHEX
07/08/1996 Switch to SNGVX, FSGVX, TWUSX
04/18/1996 Switch to INEAX, PHYAX, NTHEX
04/09/1996 Switch to SNGVX, FSGVX, TWUSX
04/01/1996 Switch to INEAX, PHYAX, NTHEX
03/29/1996 Switch to SNGVX, FSGVX, TWUSX
03/22/1996 Switch to INEAX, PHYAX, NTHEX
03/12/1996 Switch to SNGVX, FSGVX, TWUSX

Yieldstream Strategy

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What is Yieldstream?

A high-yield bond investment strategy that performs in all market conditions. Yieldstream is offered as a subscription, and takes just a few minutes a month to implement. [Read More]