The 25-position Blue Harbinger “High Income Portfolio” continues to offer a high yield (currently 9.6%). There have been no new buys or complete sales, but the existing portfolio positions have been rebalanced to trim some winners (trading at higher prices) and add more to attractive opportunities trading a bit lower (attractive). You can access the updated holdings in this report.
Please note the real-time sheet (up to a 15-minute lag) is available here. And the snapshot PDF (with recent performance charts, qualitative updates and additional aggregate portfolio information) is available below.
