by IRON FinancialHigh-Q | Holding Update
Citrix, a newer holding in the IRON High-Quality Equity Portfolio, has been acquired. Currently, the American company provides multinational cloud computing and virtualization technology.
by IRON Financial28 Years of Fixed Income
Performance and integrity have helped us earn our clients’ trust and confidence for almost 30 years.
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.
