by IRON FinancialHigh-Q | Semi-Annual Reconstitution – 2022
The major sector allocation changes we saw were in health care, consumer defensives, and technology.
by IRON FinancialHigh-Q | Performance – January 2022
According to several indicators, the portfolio had a really good January.
by IRON FinancialHigh-Q 50/50 | Performance – Q4 2021
High-Q 50/50’s trailing twelve month yield continued to soar above the S&P 500 (73% higher to be exact!) and hold stocks of companies showing various measures of impressive growth.
by IRON FinancialHigh-Q | Performance – Q4 2021
High-Q’s dividend yield continued to soar above the S&P 500 (82% higher to be exact!) and hold stocks of companies showing various measures of impressive growth.
by IRON FinancialCore Plus | Performance – Q4 2021
Over a one-year period, both our equity and fixed income allocations saw lower volatility levels compared to our selected indexes.
by IRON FinancialMarket Update | Equity Volatility Returned to Pre-pandemic Levels – Q4 2021 Recapped
High beta stocks shone, equity and bond correlations resumed a negative relationship (a great thing), commodities soared, and the US dollar remained strong throughout 2021.
by IRON FinancialHigh-Q | Performance Q3 2021
Here’s how the IRON High-Quality Equity Portfolio performed in Q3. Plus, a satisfying risk-reward comparison.