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Barbell portfolio

A holding built from very short and very long issues with nothing in the middle.

How to read the number

It carries the same average duration as a portfolio of intermediate maturities but behaves differently: it gains when the curve changes slope and loses when the curve bows.

When the metric lies

The structure needs constant rebuilding: the short leg keeps maturing and has to be replaced at rates nobody knows in advance.

Also known as: barbell, dumbbell strategy

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