JSI: Adding Alpha To Income Portfolios

2025-05-25 23:41:24 ET

Summary

• The Securitized Income ETF (JSI) offers the "best of" Janus Henderson's ideas in the securitized asset space, including agency mortgages, CLOs, and others.
• The fund has outperformed the aggregate bond index in total return, yield, and volatility since inception, proving itself to potential investors.
• While risks remain, including leverage employed by the fund, JSI offers access to hard-to-get products for retail investors in a liquid ETF wrapper.
• I am impressed with JSI, and I am considering adding it to my own income portfolio, replacing agency mortgage and CLO funds alike.

Introduction

The Janus Henderson Securitized Income ETF (NYSEARCA: JSI ) launched somewhat recently, back in November 2023. Its objective is fairly straightforward, according to the Janus Henderson website :

JSI aims to generate income with lower drawdown risk by actively allocating to high-quality opportunities across the U.S. securitized market.

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