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…
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Income investor dashboard 2011 performance
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…
October income investor dashboard
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…
September income investor dashboard
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…
August income investor dashboard
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…
Income investor dashboard 1H 2011 performance
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…
Income investor dashboard for July 2011
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…
Income investor dashboard for June 2011
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…
Income investor dashboard for May 2011
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,…
April 2011 income investor dashboard
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…
March 2011 income investor dashboard
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 stocks, developed markets performed better than emerging markets and investors…