Bond Portfolio Analysis
High Net Worth Report Print PDF
Portfolio Characteristics
DetailsNew York Resident
$ 4,277,436.94
$ 4,454,726.97
$ 52,463.68
$ 4,507,190.65
$ 229,753.71
0.047%
$ 199,379.19
4.529%
13.170
44
$97,214.48
Bonds By Market Sector
Top 10 Issuers
| Issuers | % Portfolio |
|---|---|
| NEW YORK N Y SER A (NY)* | 16.30% |
| TRIBOROUGH BRDG & TUNL AUTH N UNREFUNDED BAL-GEN P | 9.81% |
| PUERTO RICO COMWLTH HWY & UNREFUNDED BAL-SER G | 7.07% |
| TSASC INC N Y REV TOB SETTLEMENT ASSET-BKD-SER 1 | 5.08% |
| PUERTO RICO COMWLTH UNREFUNDED BAL-PUB IMPT | 4.70% |
| NEW YORK N Y UNREFUNDED BALANCE-J | 4.67% |
| NEW YORK ST DORM AUTH LEASE COURT FACS-SER A | 4.65% |
| LONG ISLAND PWR AUTH N Y ELEC SER A | 4.64% |
| NEW YORK ST TWY AUTH HWY & SECOND GEN-SER B | 4.60% |
| PUERTO RICO ELEC PWR AUTH PWR UNREFUNDED BALANCE-S | 4.60% |
Income and Maturity
Maturity
Maturity Distribution
Diversity By State
Diversity By Insurance Co.
Not enough data to generate this table. Please add more bonds to this portfolio.
