by IRON FinancialHigh-Q | Performance – March 2024
Performance for the IRON High-Quality Equity Portfolio as of March 31, 2024 is now available.
by IRON FinancialHigh-Q | Performance – January 2024
Performance for the IRON High-Quality Equity Portfolio as of January 31, 2024 is now available.
by IRON FinancialHigh-Q | Performance – Q4 2023
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.
by IRON FinancialHigh-Q | Performance – December 2023
Performance for the IRON High-Quality Equity Portfolio as of December 31, 2023 is now available.
by IRON FinancialHigh-Q | Performance – November 2023
Performance for the IRON High-Quality Equity Portfolio as of November 30, 2023 is now available.
by IRON FinancialHigh-Q | Performance – October 2023
Performance for the IRON High-Quality Equity Portfolio as of October 31, 2023 is now available.
by IRON FinancialHigh-Q | Performance – Q3 2023
High-Q’s 12-Month Yield is approximately two times higher than the S&P 500.
by IRON FinancialHigh-Q | Performance – September 2023
Performance for the IRON High-Quality Equity Portfolio as of September 30, 2023 is now available.
by IRON FinancialHigh-Q | Semi-Annual Reconstitution – 2023
The major sector allocation changes we saw were in industrials, utilities, consumer discretionary, and real estate.
by IRON FinancialHigh-Q | Performance – July 2023
Performance for the IRON High-Quality Equity Portfolio as of July 31, 2023 is now available.