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Portfolio Updates

Portfolio Update - July: Rates Finally Falling
Summary:
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ColoradoWealthManagementFund
3
Portfolio Update - June: Preferred Shares Rocking Year-to-date
Interest Rates
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ColoradoWealthManagementFund
Portfolio Update - May: Anything Beats April
April was a rough month. Interest rates had bounced around in March, but started and ended at similar levels.
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ColoradoWealthManagementFund
Portfolio Update - April: Mild March Meets Wild April
March was nothing compared to what we’ve seen in the first few weeks of April.
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ColoradoWealthManagementFund
1
Portfolio Update - March: Finding Yield with Defensive Focus
We saw a slight bounce in February and our alpha year-to-date was at 3.2% for the end of February (up from 2.4% in January).
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ColoradoWealthManagementFund
Portfolio Update - February: Alpha to Start The Year
We modified the order of sections to be more versatile across platforms.
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ColoradoWealthManagementFund
Portfolio Update - January: Another Winning Year Complete
Performance for 2023 came in at 20%.
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ColoradoWealthManagementFund
3
Portfolio Update - December: Alpha Breaks 11%
Main Points Price-to-NAV comparison between AVB and MAA is interesting. So is MAA’s historical chart for price and consensus NAV estimate. We published…
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ColoradoWealthManagementFund
2
Portfolio Update - November: A Brief Glimpse of Lower Rates
One of the series we provide on our premium service is the monthly portfolio update. Some months, including this one, I make the Portfolio Update…
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ColoradoWealthManagementFund
Portfolio Update - October: Those Huge Preferred Yields
One of the series we provide on our premium service is the monthly portfolio update.
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ColoradoWealthManagementFund
Portfolio Update - September: Market Stumbles, Alpha Improves
One of the series we provide on our premium service is the monthly portfolio update. Since we’re posting the September update, I’ve removed the paywall…
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ColoradoWealthManagementFund
Portfolio Update - August: A Wild Summer Already + Extra Preferred Share Commentary
One of the series we provide on our premium service is the monthly portfolio update. I shared the entire July Portfolio Update for free so readers would…
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ColoradoWealthManagementFund
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