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.
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.
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).
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.
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.
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.
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).
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.
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).
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.
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.