by IRON FinancialCore Plus | Performance – Q4 2022
Both the Portfolio’s equity and fixed income allocations generated gains for the quarter.
by IRON FinancialCore Plus Suite | Performance – December 2022
Performance for the IRON Core Plus Portfolios as of December 31, 2022 is now available.
by IRON FinancialCore Plus | Portfolio Trade
We are making a slight change to our Core Plus fixed income allocation.
by IRON FinancialCore Plus Suite | Performance – November 2022
Performance for the IRON Core Plus Portfolios as of November 30, 2022 is now available.
by IRON FinancialCore Plus Suite | Performance – October 2022
Performance for the IRON Core Plus Portfolios as of October 31, 2022 is now available.
by IRON FinancialCore Plus Suite | Performance – September 2022
Performance for the IRON Core Plus Portfolios as of September 30, 2022 is now available.
by IRON FinancialCore Plus | Performance – Q3 2022
We continue to monitor the investment and macro landscapes to adjust Core Plus portfolio holdings. Of central focus to our screening process, we look for high quality exposure, low-cost diversification, and attractive risk-adjusted return.
by Aaron Izenstark, CIOCore Plus | Performance – Q2 2022
Overall, the Core Plus Portfolios generated smaller losses and other wins compared to its benchmarks.
by Aaron Izenstark, CIOCore Plus, High-Q 50/50 | Portfolio Trade
High CPI and rising interest rates led us to take a more defensive position. We are selling the remaining position in mortgage-backed securities to buy a US Treasury Bond ETF.
by Aaron Izenstark, CIOCore Plus | Performance – Q1 2022
Amid ongoing domestic and global challenges, the portfolio remains focused on our low volatility investment approach.