Click below for a recap of what happened in the market and RVP’s portfolios during Q4 2019.
RVP Quarterly Investment Update – Q3 2019
Click below for a recap of what happened in the market and RVP’s portfolios during Q3 2019.
RVP Quarterly Investment Update – Q2 2019
Click below for a recap of what happened in the market and RVP’s portfolios during Q2 2019.
RVP Quarterly Investment Update – Q1 2019
Click below for a recap of what happened in the market and RVP’s portfolios during Q1 2019.
RVP Quarterly Investment Update – 2018 Q2
Click below for a recap of what happened in the market and RVP’s portfolios during Q2 2018.
Read our full Q2 2018 Quarterly Investment Update.Durable Income Strategy Investor Letter – January 2018
For the year ended December 31, 2017, RVP’s Durable Income generated a 7.93% net return vs the Barclays High Yield Index Benchmark return of 7.50%. Since inception (June 1, 2014), Durable Income has generated an 8.30% annualized net return vs the Barclays High Yield Index’s annualized return of 4.69%. Durable Income invests in exchange traded, income-oriented securities with the underlying goal of [Read more…] about Durable Income Strategy Investor Letter – January 2018
RVP Quarterly Investment Update – 2018 Q1
Click below for a recap of what happened in the market and RVP’s portfolios during Q1 2018.
Read our full Q1 2018 Quarterly Investment UpdateAttitude of Gratitude – Investor Newsletter – 2017 Q4
As we think back to all the potential landmines over the last 12 months, we are grateful to have a nice increase in our composites. The market faced many negative headlines throughout 2017. An untested president with an active Twitter account [Read more…] about Attitude of Gratitude – Investor Newsletter – 2017 Q4
Durable Income Strategy Investor Letter – October 2017
For the nine months ended September 30, 2017, RVP’s Durable Income generated an 8.32% net return vs the Barclays High Yield Index Benchmark return of 7.00%. Since inception (June 1, 2014), Durable Income has generated a 9.07% annualized net return vs the Barclays High Yield Index’s annualized return of 4.90%. Durable Income invests in exchange traded, income oriented securities with the underlying goal [Read more…] about Durable Income Strategy Investor Letter – October 2017
Welcome Back, Goldilocks – Investor Newsletter – 2017 Q3
As we enter the fourth quarter, the global economy is running neither too hot nor too cold, which has precipitated a glacial rollback of quantitative easting (QE) by global central banks. The Fed has started tightening after being in easing mode for nearly a decade. While global central banks have slowed their purchases, they are still buying $170 billion [Read more…] about Welcome Back, Goldilocks – Investor Newsletter – 2017 Q3