Here are the updates for the income investor dashboard and the IVY timing model for the end of January 2012. The income investor dashboard for January 2012 is below. First a few changes for the dashboard from last year. Most importantly I am only listing investable products in the dashboard. No more Read more…
2011 was definitely a wild and wacky year for investments. Volatility and uncertainty returned to the markets with a vengeance. In my mind, 2011 was the year of the contrarian in spades. Usually being contrarian pays off handsomely but 2011 delivered in that regard more than usual. Can you remember Read more…
September turned out true to historical form, as one of the weakest months for stocks, In last month’s report I said that there was a good chance stocks would test the August lows. The August lows were not only tested this month but broken causing even more pain for stocks Read more…
Here is the updated income investor dashboard for September. Prices are as of the market close on Friday September 2nd. August overall had one general theme; stocks bad, bonds good. See the dashboard below. August was one of the worst months on record for stocks. Markets are trading mainly on Read more…
It’s time again for the monthly update of the income investor dashboard. July was an exciting month with stocks dropping in general, bonds defying the consensus chorus and rallying, and volatility spiking higher. Below is the updated income investor dashboard. As usual the highlighted green cells are for those areas Read more…
Now that the first half of 2011 is over I wanted to step back and look at the performance of the sectors in the income investor dashboard. Lets look at the YTD performance of the dashboard and see if it offers any insights. Below are the 1H 2011 total returns Read more…
Wow! That was truly a crazy last week of the month. A great week for stocks and a not so great week for bonds. This is when zooming out and looking at market changes over a monthly period helps to add some perspective. Having said that lets jump right in Read more…
May has come to a close. It was certainly and interesting month for income investments. Here is the beginning of June Income Investor Dashboard updated with prices as of the close of trading June 1, 2011. As usual the green highlights are for the sectors that became cheaper during the Read more…
Here is the Income Investor Dashboard for May 2011 and my commentary below. As usual I highlighted the sectors in green that became cheaper during the month. Most people would put these in red but I have a bias to looking for opportunities and putting more capital to work which Read more…
Here is the Income Investor Dashboard for April 2011. Prices are as of the close of markets on March 31, 2011. Despite a very exciting and volatile month not much changed in terms of market prices and yields. At one point during the month US markets were down, on the Read more…
Here is this month’s income investor dashboard update. Prices are as of the close of trading on Feb 28, 2011, the last day of the month. Almost everything got a little more expensive last month, with yields coming down across the board. In general, stocks did better than bonds. In Read more…