Our Blue Harbinger portfolios posted strong gains over the last month. They also delivered attractive yield, and we continue to believe they are positioned for healthy gains going forward. This report provides details on performance, and provides updates on some of the bigger movers (down and up) over the last month.

We've mentioned the attractiveness of this big-dividend payer in the past. And the shares are particularly inexpensive now. If you like value stocks and big dividends, you might want to consider purchasing shares.

To some extent, it makes sense that the stock price of shipping-container company, Triton International (TRTN), keeps getting whipped around by moving credit spreads. However, the market is not giving this company enough credit for improving conditions within its niche industry, nor is the stock price correctly reflecting improving company-specific fundamentals.

At Blue Harbinger, we write a lot about individual stocks, but many investors seek more balance between stocks and bonds. High income and lower volatility are attractive qualities of a balanced portfolio. This report shares our thoughts, and a few specific ideas, on a balanced portfolio of stocks and bonds.

If you like high yield, low volatility, discounted prices, reduced interest rate risk, and improving businesses, then these fixed-to-floating rate preferred units are worth considering for a spot in your diversified income-focused investment portfolio.

If you are looking for a high-yield preferred that just sold-off inappropriately (i.e. a baby that’s been thrown out with the bathwater), and one that also offers lower volatility and protection again the risks of rising interest rates, you might want to consider these fixed-to-floating preferreds, currently yielding nearly 10% and having just sold-off following the FERC’s MLP ruling on Thursday.