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 …
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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…
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Investors are hesitant to put new money into capital markets right now because equity markets are at all-time highs, bond yields are near historically low levels and valuations are rich…
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It’s time for some cautious optimism. Income investors have had it tough for too long now, settling for 2% yields on high-quality bonds and stocks…
Read article on BarronsAs investors of closed-end funds, we frequently come across funds with altered or unconventional strategies that are disregarded by the market and trading at deep discounts. Despite being overlooked by most investors…
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For the six months ended June 30, 2017, RVP Durable Income generated a 6.15% net return vs the Barclays High Yield Index Benchmark return of 4.93%. Since inception (June 1, 2014), Durable Income has generated a 9.12% annualized net return vs the Barclays High Yield Index’s annualized return of 4.64%. Durable Income invests in exchange traded, income oriented securities with the underlying goal …
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The market has scaled dizzying heights over the last 8 years. Rallying in the face of political gridlock, stretched valuations, and a tightening Fed, the market is as undaunted as Spiderman swinging through Manhattan’s skyline. The rally may hang on longer, but…
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We are now in the ninth year of a historically-low yield environment. Despite the Fed’s chatter and volatile economic data, the low-yield environment continues without a clear end in sight…
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For the quarter ended March 31, 2017, Durable Income generated a 3.91% net return vs the Barclays High Yield Index Benchmark return of 2.70%. Since inception (June 1, 2014), Durable Income has generated a 9.14% annualized net return vs the Barclays High Yield Index’s annualized return of 4.27%. Durable Income invests in exchange traded, income oriented securities with the underlying goal …
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The parents (markets) are enjoying a tranquil period. The volatility index (VIX) is low, and stocks and bonds both posted positive returns for the quarter. The kids (Democrats and Republicans) are fighting again, but the markets seem to vacillate, from believing stimulus and reform are coming…
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