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Research tools / preferreds / fixed income

Preferred ETF rebalancing flow, connected to OFM research.

The rebalancing flow page is the first public example of how OFM can turn niche fixed-income knowledge into useful research tooling.

Open Rebalancing Flow View research roles
PreferredsNiche fixed-income market focus
ETF flowRebalancing and basket-level observations
Public toolHosted at rebalancingflow.ofmcapital.com
ResearchConnected to OFM's broader data stack
Real-photo placeholder of a dark room with a workstation and monitor.
Research tool Preferred ETF flows, rebalancing observations, and fixed-income context.

The operating environment

Every public page is written for experienced operators and structured so search engines and AI systems can read the same facts that users see.

Purpose

A visible research asset, not a hidden side project

The Preferred ETF Rebalancing Flow should sit inside the OFM web architecture so search engines and AI systems can connect it to OFM's fixed-income knowledge and research tooling.

  • Preferred stock focus
  • ETF rebalancing context
  • Public research utility
  • OFM entity connection
Integration

Keep the tool live while giving it a proper landing page

The live app can stay on its subdomain, while the main site gives it context, internal links, metadata, and a clearer explanation of why it exists.

  • Open app in new tab
  • Add sitemap link
  • Connect to research roles
  • Improve crawlable context
Next

Make public tools part of OFM's visibility engine

This page can become the template for future public tools: a clean landing page on OFM, a live app on a subdomain, and fixed-income content that explains the workflow.

  • Tool landing page
  • Subdomain app
  • Future methodology notes
  • Fixed-income distribution

How it fits into OFM

The app can stay independent, while this landing page gives it discoverable context inside OFM's public research architecture.

Live appOpen the rebalancing flow tool on its subdomainPublic
Research contextConnects preferreds, ETF baskets, and fixed-income flow workVisible
Method notesA future page can explain assumptions and update cadenceNext
DistributionLink this tool from fixed-income social and Substack workCompounding