High-Q 50/50 | Performance – December 2022
Performance for the IRON High-Quality Equity 50/50 Portfolio as of December 31, 2022 is now available.
Read MoreHigh-Q 50/50 | Performance – December 2022
High-Q 50/50 | Performance – November 2022
Performance for the IRON High-Quality Equity 50/50 Portfolio as of November 30, 2022 is now available.
Read MoreHigh-Q 50/50 | Performance – November 2022
High-Q 50/50 | Performance – October 2022
Performance for the IRON High-Quality Equity 50/50 Portfolio as of October 31, 2022 is now available.
Read MoreHigh-Q 50/50 | Performance – October 2022
High-Q 50/50 | Performance – September 2022
Performance for the IRON High-Quality Equity 50/50 Portfolio as of September 30, 2022 is now available.
Read MoreHigh-Q 50/50 | Performance – September 2022
Core 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...
Read MoreCore Plus, High-Q 50/50 | Portfolio Trade
High-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...
Read MoreHigh-Q 50/50 | Performance – Q4 2021
High-Q 50/50 | Performance – Q3 2021
Here's how the portfolio performed in Q3.
Read More