Shifting to a 100% Short-term Fixed Income Mix Added Value in 2023

A 70% intermediate-term, 30% short-term fixed income mix represents a 70% BIV, 30% DFEQX fund mix over this timeframe. A 100% short-term fixed income mix represents Burney Wealth Management's short-term fixed income mix which includes allocations to 70% BSV and 30% DFEQX, 50% DFSD and 50% 6-month US T-bills, and 50% DFSD and 50% GBIL mixes over this timeframe. Returns are hypothetical.
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