Portfolios

1/25/2018

Today we start a new model portfolio.  We have always included model portfolios in our websites.  They serve multiple purposes.

1st off they test various concepts of portfolio construction.  2ndly they provide long term results of portfolio concepts.  We only started investing significantly in preferred stocks and baby bonds 12 years ago and we find there is never an end to learning what works to meet our investment goals.  Lastly they display these concepts to some of the newer investors in preferreds and baby bonds.

2/12/2018

Thus far we have launched 2 model portfolios and neither are fully invested at this point in time.  We are targeting full investment for these 2 by 3/1/2018.

ENHANCED HIGH YIELD FIXED INCOME PORTFOLIO

MEDIUM DURATION INCOME PORTFOLIO