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I previewed some potential trades in our article last night. The prices changed slightly, but they didn’t move too far. Consequently, I followed through…
ColoradoWealthManagementFund
As I’ve discussed in our recent articles, some of the equity REITs have seen values diverging. The disparity in valuations is large enough that it was…
ColoradoWealthManagementFund
1
While most equity REITs and mortgage REITs are soaring higher today, some preferred shares were left out of the action. It might seem like the answer is…
ColoradoWealthManagementFund
As referenced in the weekly articles on mortgage REITs and BDCs, I’m favoring fixed-to-floating preferred shares for an attractive risk/reward profile…
ColoradoWealthManagementFund
I remain focused on finding opportunities with preferred shares. I think there are several nice opportunities. We’re treating metrics like “yield to…
ColoradoWealthManagementFund
As foreshadowed previously, we’re hunting for fixed-to-floating shares with upcoming floating dates. The fixed-to-floating shares offer us the potential…
ColoradoWealthManagementFund
The market is still a bit jittery. High-yield credit spreads opened up a bit over the last few weeks, which can put pressure on many asset classes. That…
ColoradoWealthManagementFund
The increasing yields on Treasuries remain a significant concern. However, I still want to acquire great companies at great prices. Of course, shares…
ColoradoWealthManagementFund
1
As referenced in the September Portfolio Update, I’m favoring fixed-to-floating shares over fixed-rate shares. We’re raising exposure on two of the…
ColoradoWealthManagementFund
As referenced in the September Portfolio Update, I’m favoring fixed-to-floating shares over fixed-rate shares. The run higher in Treasury yields over…
ColoradoWealthManagementFund
This latest trade is just about relative price movements and the swing in yields. Treasury yields have been climbing rapidly. It's been putting quite a…
ColoradoWealthManagementFund
In our recent articles on preferred shares, I mentioned that I might buy shares of PMT-A (PMT.PA) (PMT.PR.A) or PMT-B (PMT.PB) (PMT.PR.B) if they…
ColoradoWealthManagementFund
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