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.
by Aaron Izenstark, CIOCore Plus | Portfolio Trade
Given recent events, we trimmed our mortgage-backed securities position and invested the proceeds into US Treasury inflation protected securities (TIPS).
by Aaron Izenstark, CIOCore Plus | Portfolio Trade
We made a trade to focus on more predictable cash flows.
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 FinancialCore Plus | Performance – Q3 2021
Here’s how the suite of IRON Core Plus Portfolios performed in Q3. Plus, some crucial factors we examine when deciding on ETF inclusion.
by Aaron Izenstark, CIOCore Plus | Performance – Q2 2021
Overall, the second quarter of 2021 was positive for the IRON Core Plus Portfolios. Here’s what happened in the market and in the portfolios.
by Aaron Izenstark, CIOCore Plus | Portfolio Trade
With potential interest rate risk on the rise, we shifted from a perpetual emerging markets debt ETF to three ETFs in the emerging markets space.