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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Within the equity closed-end fund market, several funds exist with a primary objective of generating income and capital appreciation. While some believe this type of investment does not have a place in a traditional growth-oriented equity portfolio, there is an investment case for such strategies. In fact, this segment of the market can provide great value…
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The dust is starting to settle from one of the most bitter and contentious presidential elections in memory. If you’re retired, potential Trump administration tax changes provide a good opportunity for you to review your long-term financial plans and uncover areas to implement new strategies…
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For the year ended December 2016, Durable Income generated a 21.27% net return vs the Barclays High Yield Index Benchmark return of 17.13%. Since inception (June 1, 2014), Durable Income has generated an 8.44% annualized net return vs the Barclays High Yield Index’s annualized return of 3.62%. Durable Income invests in exchange traded, income oriented securities with the underlying goal …
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The quote from America’s most famous fictional Marine, Gomer Pyle, comes to mind when reviewing events of 2016. The year got off to one of the worst starts ever as the S&P 500 dropped 11% in the first six weeks and oil traded below 30 dollars per barrel. The Brexit vote in June proved all the pundits wrong. Finally, the election of Donald Trump to be the 45th President of the United States certainly was the ultimate surprise…
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Of the more than 5,000 mutual funds, ETFs and closed-end funds in today’s universe, the overwhelming majority are somewhat cookie cutter alternatives to an easily accessible index, which makes it difficult for investors to uncover truly unique funds for their overall investment strategy…