Dec
03, 2024
Portfolio Update - December: Time for Macro Charts
18 min read
Portfolio Update
Nov
05, 2024
Portfolio Update - November: Rates Roaring, Credit Spreads Thinning
13 min read
Oct
01, 2024
Portfolio Update - October: Bargain Hunting Gets Harder
18 min read
Sep
01, 2024
Portfolio Update - September: First Cut Coming
14 min read
Jul
31, 2024
Portfolio Update - August: Rates Drop, REITs Soar
11 min read
Jul
16, 2024
Portfolio Update - July: Rates Finally Falling
15 min read
Jun
04, 2024
Portfolio Update - June: Preferred Shares Rocking Year-to-date
14 min read
May
15, 2024
Portfolio Update - May: Anything Beats April
13 min read
Apr
22, 2024
Portfolio Update - April: Mild March Meets Wild April
9 min read
Mar
11, 2024
Portfolio Update - March: Finding Yield with Defensive Focus
12 min read
Feb
12, 2024
Portfolio Update - February: Alpha to Start The Year
16 min read
Jan
02, 2024
Portfolio Update - January: Another Winning Year Complete
13 min read
Dec
12, 2023
Portfolio Update - December: Alpha Breaks 11%
16 min read
Nov
12, 2023
Portfolio Update - November: A Brief Glimpse of Lower Rates
10 min read
Oct
09, 2023
Portfolio Update - October: Those Huge Preferred Yields
11 min read
Sep
07, 2023
Portfolio Update - September: Market Stumbles, Alpha Improves
17 min read
Aug
03, 2023
Portfolio Update - August: A Wild Summer Already + Extra Preferred Share Commentary
15 min read
Jul
09, 2023
Portfolio Update - July: Celebrating The Launch of Our Service
13 min read
