Insights & Analysis
Our team of experienced money managers share insightful analyses of investment strategies, approaches, and potential results within Innovative Portfolios white papers and articles of interest.
Passive Management and Preferred Securities
Passive investing has been a favored investment strategy for decades, but is it always the best option? Innovative Portfolios Senior Portfolio Manager Edward “JR” Humphreys II, CFA, CAIA analyzes how certain investment categories may benefit from active management instead of passive, using the world of preferred stocks as an example.
Happy Birthday, Bulls of the Dow!
In celebration of Innovative Portfolios’ Bulls of the Dow portfolio strategy turning 10 years old this year, Portfolio Manager Tom Kaiser, CFA, CPA explores the strategy’s performance over the past decade.
The Case for Preferred Securities
Starting a new year is a natural point to revisit #market strategies and assess which may be the best fits for the year ahead. When looking specifically at #preferred securities and assessing the potential benefit of investing in this strategy, understanding its strengths is the focus of this white paper by Edward “JR” Humphreys II, CFA, CAIA.
DISCLAIMER
Innovative Portfolios, LLC (“IP”) is an SEC-registered investment advisor founded in 2015. Clients or prospective clients are directed to IP’s Form ADV Part 2A prior to deciding to participate in any portfolio or making any investment decision. The views and opinions in the preceding commentary are subject to change without notice and are as of the date of the report. There is no guarantee that any market forecast set forth in any commentary will be realized. This material represents an assessment of the market environment at a specific point in time, should not be relied upon as investment advice, and is not intended to predict or depict performance of any investment. Any specific recommendations or comparisons that are made as to particular securities or strategies are for illustrative purposes only and are not meant as investment advice for any viewer. Past performance does not guarantee or indicate future results.