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Tag Archives: dashboard
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 indexes like AMZ – instead I replaced it with the MLP ETF AMJ. Also, gone are the yields for gov’t bonds. I didn’t think they were adding any value. I also added two new products that track the two CEF indices. PCEF and XMPT track the CEF indices for income … Continue reading
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 back to Dec 2010 what the ‘consenus’ was on US treasuries, US markets vs foreign markets, and muni bonds? Well, those were all among the best performing asset classes of 2011. Lets jump in and take a look at the income investor dashboard performance for 2011 which will illustrate this … Continue reading
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 this month and continued flight to safety into all sorts of government bonds. Lets take a look at the results in the dashboard below. I’m a little behind on this, with prices as of the close on Oct 4th, but it didn’t make too much difference. In general, it was … Continue reading
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 macro level news, European bank and sovereign concerns, US economic slowdown or recession concerns, etc. Stock indexes were down big for the month with international and emerging markets getting hit the hardest. I’ve heard it said that the US market is the winner in the ugly contest or something like … Continue reading
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 that became less expensive, higher yields, during the month. The broad stock averages dropped about 1-2% for the month and the dividend ETFs did even poorer, dropping 2.5% to 3.5%. Some of the dividend ETFs, like IDV are starting to look interesting. What’s important to note is that the broad … Continue reading
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 (including dividends) for the dashboard. Starting with the global equity indices, the US market outperformed the Europe, Emerging Market, and All World indices. This was an unexpected result based on the predictions at the beginning of 2011. Markets have a funny way of confounding the consensus. As for the second … Continue reading
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 to this month’s Income Investor Dashboard. Prices and yields are as of the end of the day June 30th so they do not capture the increase in the markets we saw today. Here is the Dashboard for July. Many of the ETFs declared their quarterly dividends this month so the … Continue reading
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 month. Concerns about a slowing global economy seemed to take center stage in May. Bonds had a great month, stocks sold off modestly, and income investors went searching for yield in the traditional high yield sectors making them more expensive. The notable exception was the MLP sector which became almost … Continue reading
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 is why I look at it this way. The SPY, VYM, REM, PFF, and TLT all got less expensive over the month. The biggest change was in REM, the mortgage REIT plus ETF. This is one reason for my recent turn in focus to mortgage REITs. Among the global stock … Continue reading
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 Japan and Libya situations, about 6% but managed to comeback in the end. There was basically no changed in stock index or sector yields except for the Vanguard High Yield Index. Also, the MLP index, AMZ, got a little cheaper during the month but only by less than 1%. In … Continue reading