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High-Q 50/50 | Performance – January 2024

Performance for the IRON High-Quality Equity 50/50 Portfolio as of January 31, 2024 is now available.

Performance for the IRON High-Quality Equity Portfolio as of January 31, 2024 is now available.

The portfolio registered a net gain of for the quarter.

The portfolio registered a net gain for the quarter.

Like Q1 and Q2 of 2023, it was a bullish Q4 for equities, and like Q1 and Q2, the biggest gains in Q4 were in very cyclical companies.

High-QFebruary 14, 20240 comments

The portfolio’s equity and fixed income portions generated gains for the last quarter of 2023.

The economy exhibited resilience throughout 2023, swaying, but ultimately remaining intact.

Performance for the IRON Core Plus Portfolios as of December 31, 2023 is now available.

Performance for the IRON Income & Growth Portfolio as of December 31, 2023 is now available.

Performance for the IRON Incertus ETF Portfolio as of December 31, 2023 is now available.