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Trade Alert
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
Nov 30
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Trade Alert
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
Nov 16
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Trade Alert
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
Nov 14
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Trade Alert
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
Nov 2
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Trade Alert
I remain focused on finding opportunities with preferred shares. I think there are several nice opportunities. We’re treating metrics like “yield to…
ColoradoWealthManagementFund
Oct 23
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Trade Alert
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
Oct 13
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Trade Alert
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
Oct 6
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Trade Alert
The increasing yields on Treasuries remain a significant concern. However, I still want to acquire great companies at great prices. Of course, shares…
ColoradoWealthManagementFund
Oct 4
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Trade Alert
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
Sep 22
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Trade Alert
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
Sep 11
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Trade Alert
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
Sep 6
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Trade Alert
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
Aug 28
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