
Increasing Our Health Care Allocation and More Updates From the Semi-annual Reconstitution – 2021
The IRON High-Quality Equity Strategy (High-Q) was recently reconstituted. High-Q reconstitutes semi-annually, and this reconstitution saw noteworthy changes to the holdings.
Latest Posts
Helping Your Investment Journey
When the markets feel trying, here are a few things you can do to help your investment journey.
Helping Your Investment Journey
Portfolio UpdatesJune 21, 2022
Review May 2022 Portfolio Performance
High-Q has outperformed its benchmark, the S&P 500, by 12.98% from the start of 2022 through 5/31/22.
Minimum Variance Is the Key
High-Q had substantial outperformance during April compared to its benchmark, the S&P 500.
Minimum Variance Is the Key
High-QMay 18, 2022