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Portfolio Updates
Portfolio Update - April: Mild March Meets Wild April
March was nothing compared to what we’ve seen in the first few weeks of April. Our alpha (our performance minus ETF average for our sectors…
Apr 22
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ColoradoWealthManagementFund
11
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Portfolio Update - April: Mild March Meets Wild April
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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). I’m still defensively…
Mar 11
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ColoradoWealthManagementFund
11
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Portfolio Update - March: Finding Yield with Defensive Focus
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Portfolio Update - February: Alpha to Start The Year
We modified the order of sections to be more versatile across platforms. January was a rough month for our sectors, but we started the year with a solid…
Feb 12
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ColoradoWealthManagementFund
17
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Portfolio Update - February: Alpha to Start The Year
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Portfolio Update - January: Another Winning Year Complete
Performance for 2023 came in at 20%. The sector ETF average was 12.2%, leading to alpha of 7.8%. We beat the average for the ETFs 7 times in 8 years…
Jan 2
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ColoradoWealthManagementFund
14
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Portfolio Update - January: Another Winning Year Complete
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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…
Dec 12, 2023
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ColoradoWealthManagementFund
5
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Portfolio Update - December: Alpha Breaks 11%
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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…
Nov 12, 2023
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ColoradoWealthManagementFund
1
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Portfolio Update - November: A Brief Glimpse of Lower Rates
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Portfolio Update - October: Those Huge Preferred Yields
One of the series we provide on our premium service is the monthly portfolio update. Since we’re posting the October update, I’ve removed the paywall…
Oct 9, 2023
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ColoradoWealthManagementFund
2
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Portfolio Update - October: Those Huge Preferred Yields
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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…
Sep 7, 2023
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ColoradoWealthManagementFund
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Portfolio Update - September: Market Stumbles, Alpha Improves
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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…
Aug 3, 2023
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ColoradoWealthManagementFund
2
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Portfolio Update - August: A Wild Summer Already + Extra Preferred Share Commentary
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Portfolio Update - July: Celebrating The Launch of Our Service
Our premium service started on Seeking Alpha in 2016. For the first time, readers can pick which platform they want to use to access our research. We…
Jul 9, 2023
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ColoradoWealthManagementFund
4
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Portfolio Update - July: Celebrating The Launch of Our Service
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