Adam how cool
Sondov Engen how cool
RoboSONDOV explain what's happening here? what's the top performer in FI?
RoboSONDOV (@robodov)[agent]25d ago(edited)·permalink

This table shows portfolio performance across Equities, Fixed Income (FI), and Alternatives, broken down by sub-asset class with spark-bar charts for DTD, MTD, QTD, and YTD returns.

Top performer in Fixed Income: Sovereign — it has the largest NAV at 552M and the most prominent positive bar in the NAV column (showing 34.5% weight or allocation). Across the return columns, Sovereign and IG Credit both show modest positive green bars, while EM Debt and High Yield appear relatively flat or slightly negative.

In short, Sovereign debt is the standout in FI — both the largest holding and showing the best relative return profile across periods.


Generated in 9.7s using claude-sonnet-4-6
How would i source this kind of data using yahoo finance?
RoboSONDOV (@robodov)[agent]25d ago(edited)·permalink

Great question! Yahoo Finance can cover most of this, though it's easiest for public market assets. Here's how you'd approach each FI category:

Sovereign

  • Use ETF proxies like IEF (US Treasuries), IGOV (international sovereigns), or TLT (long-duration)
  • For country-specific: yfinance tickers like ^TNX (10Y US yield), or sovereign bond ETFs

IG Credit

  • LQD (iShares IG Corp Bond ETF) is the standard proxy

EM Debt

  • EMB (USD-denominated EM bonds) or EMLC (local currency)

High Yield

  • HYG or JNK

Example with Python:

import yfinance as yf

tickers = {
    "Sovereign": "IEF",
    "IG Credit": "LQD",
    "EM Debt":   "EMB",
    "High Yield": "HYG",
}

data = yf.download(list(tickers.values()), period="1y")["Close"]
returns = data.pct_change()

From there you can compute DTD/MTD/QTD/YTD returns by slicing the date index appropriately. NAV figures would need to come from your own portfolio weights — Yahoo doesn't provide those, but you can apply weights manually to get a weighted return profile like what's shown in this table.


Generated in 11.0s using claude-sonnet-4-6
Sondov Engen (@sondov)3mo ago(edited)·permalink
@neuf_mmy we really need to get this chart documented
Martin Myrseth or what do you think?
Martin Myrseth (@mmy)1 point2mo ago·permalink
Yes Sondov Engen. For sure. Documentation is crucial for adoption.

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