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Monthly Update

Blue Harbinger Weekly: The Fed’s Narrative or The President’s?

This week’s Weekly doubles as our monthly performance update. We first compare the dueling narratives on interest rates from the Federal Reserve versus the President, and then consider whether your investments where impacted by your decision to believe one story or the other. Next we review the recent performance of our three investment strategies (including every single position). All three strategies continue to deliver market-beating performance and deliver high income for investors. We also share several attractive investment ideas.

In The Face of Fake News--More Gains, More Income (Holdings & Performance Update)

In the face of non-stop fake and misleading news headlines, we stuck to our long-term strategies and delivered another month of healthy gains and income across our investment portfolios, as usual. This report reviews the individual holdings and performance across each of our strategies. We also review the absurdity of a few recent news headlines that are designed specifically to eat away at your hard-earned nest egg. Finally, we highlight a few of our current holdings that are particularly attractive for new investment dollars right now.

Performance Update: When to Rebalance, Current Attractive Opportunities

Despite increased fear and volatility marketwide, our portfolios beat the S&P 500 (again) in May, and continue to grow their powerful long-term track records of income and appreciation. We don’t expect readers to match our portfolios exactly (even though they can come pretty close if they want); rather, the idea is to share top ideas and strategies to help you manage your own investment portfolio. This report shares our May performance, individual holdings weights & returns, and concludes with our views on how/when to rebalance your own portfolio, as well as where we’re seeing the best investment opportunities within the current market turbulence.

Holdings & Performance Update: Impressive YTD Gains & Income Continue

All Blue Harbinger strategies delivered healthy gains in April, thereby extending their long-term outperformance. The strategies are positioned prudently to achieve their long-term goals, ranging from attractive income to powerful long-term growth. This report reviews performance (including specific holdings) and where we’re seeing the best opportunities going forward. Importantly, don’t get greedy—this year’s gains have been nice, but stick to your disciplined long-term strategy.

Holdings & Performance Update: March Adds to Powerful Q1

All Blue Harbinger strategies delivered healthy gains in March, thereby extending their long-term outperformance. The strategies are positioned prudently to achieve their long-term goals, ranging from attractive income to powerful long-term growth. This report reviews performance (including specific holdings) and where we’re seeing the best opportunities going forward. Most importantly, keep perspective. Foolish investors panicked and sold out of fear in Q4 thereby missing out on Q1’s fantastic returns. Don’t get greedy and make the opposite mistake now.  Stay disciplined.

Holdings & Performance Update: The Rally Continues, So Do The Opportunities

All Blue Harbinger strategies delivered healthy gains in February, thereby continuing their long-term track records of outperformance. The strategies have been positioned correctly for the market rebound, and they are positioned correctly to achieve their long-term goals, ranging from attractive high income to powerful long-term growth. This report reviews performance (including specific holdings) and where we’re seeing the best opportunities going forward. Most importantly, as always, be opportunistic, but for goodness sake don’t lose sight of your long-term goals.

Holdings & Performance Update: Predictably Violent Snapback

All Blue Harbinger portfolios delivered double digit gains in January easily outpacing the 8% gain for the S&P 500. What’s more, this violent market snapback has been mostly predictable, but the question is whether it tripped you up (did you panic and sell at the wrong time?). This report reviews the performance of our investment strategies, including commentary on many of our individual holdings. We also highlight where we’re seeing the best opportunities going forward.

Holdings & Performance Update: Orderly Sell-Off, Attractive Opportunities Ahead

As  you can see in the following chart, December was a rough end to a rough fourth quarter, with the S&P 500 (SPY) declining another 8.8% for the month. The good news is the sell-off was orderly, and stocks have rebounded significantly in the last two weeks. This report reviews the performance of our investment strategies, including commentary on individual holdings. We also highlight where we’re seeing the best opportunities going forward, assuming (of course) you can stick to your disciplined long-term investment strategy (i.e. don’t make silly mistakes).

Holdings & Performance Update: Strong Results, Despite Risk-Off, Attractive Opportunities Abound

This is our monthly performance update. All Blue Harbinger strategies delivered strong performance in November, despite it being the second month in a row of challenging risk-off market conditions. We believe there are attractive security-specific investment opportunities abound, but of course never lose sight of you goals, and stick to your long-term plan.

Holdings & Performance Update: As Volatility Spikes, Be Opportunistic, Stick To Your Goals

The S&P 500 declined 6.9% in October. All of our strategies performed roughly as expected, and continue their growing long-term track records of strong performance and high income. This report: (1) Reviews our performance and big movers (stocks, bonds and preferreds) for the month. (2) Discusses the difference between alpha and beta (especially as they relate to your individual long-term goals). (3) Provides some advice on how to behave when the market gets volatile.

Holdings & Performance Update: Disruptive Growth, High Income

September was another healthy month for all Blue Harbinger strategies, with disruptive growth companies continuing to climb significantly, while high-income payers continued to pay high-income. This report reviews our current holdings, including the big movers during September, as well as what looks most attractive on a go-forward basis.

Holdings & Performance Update: More Gains, More Opportunities

All three Blue Harbinger strategies delivered positive total returns in August (+5.2%, +2.3% and +3.4%), and the yields are attractive too (5.1%, 6.28%, 1.5%). This report provides details on performance and holdings, and provides updates on the biggest movers over the last month. We continue to believe these strategies are attractively positioned for continuing long-term market out performance (income and price appreciation).

All Blue Harbinger Strategies Up (Again) in July, More Gains, More Income Ahead

Don't be this guy! As many investors got burned last month with overly concentrated "hyper-growth" portfolios, our performance continues to be strong, and we like our holdings going forward. Some of our under-priced securities started to post the big gains we believe they're overdue for, and a couple positions sold off, thereby making them even more attractive going forward; we will review those (and our overall performance) in this report.

Holdings & Performance Update: More Gains, More Income Ahead

All three Blue Harbinger strategies continue to deliver positive total returns and the yields are attractive too. This report provides details on performance and holdings, and provides updates on the biggest movers over the last month. We continue to believe these strategies are attractively positioned for continuing long-term market out performance (income and price appreciation).

Holdings & Performance Update: Market Sector & Landscape Dynamics

All Blue Harbinger strategies delivered positive returns and outperformed the S&P 500 in May, thereby continuing their growing long-term track records of outperformance. This report provides details on performance and holdings, and provides updates on our biggest movers over the last month. We also provide a dashboard on market sector dynamics, that we believe is worth  considering.

Blue Harbinger Portfolio Update: More Gains, More Upside

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.

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