PIM: SRI Core Income and Growth Portfolio

Published by Paul Borisoff on Feb 02, 2018

PIM: SRI Core Income and Growth Portfolio – February 2nd, 2018   The SRI Core Income and Growth Portfolio* was up 0.3% in January – compared to our benchmark which was up 1.0%.  Over the most recent 12-month... Continue reading

PIM: Diversified Income Portfolio

Published by Paul Borisoff on Feb 02, 2018

PIM: Diversified Income Portfolio – February 2nd, 2018   The Diversified Income Portfolio* was down slightly in January (0.2%) – which was a significant outperformance compared to our benchmark which ... Continue reading

PIM: SRI Core Income and Growth Portfolio

Published by Paul Borisoff on Jan 09, 2018

The SRI Core Income and Growth Portfolio* was up 12.8% in 2017 – compared to our benchmark which was up 10.3%.  In December the portfolio was up 0.1% while our benchmark was down 0.3%.    * These returns... Continue reading

PIM: Diversified Income Portfolio

Published by Paul Borisoff on Jan 09, 2018

The Diversified Income Portfolio* was up 10.6% in 2017 - significantly outperforming our benchmark which was up 4.6%.  In December the portfolio was up 1.1% while our benchmark was unchanged (0.0%).  ... Continue reading

PIM: SRI Core Income and Growth Portfolio

Published by Paul Borisoff on Dec 05, 2017

The SRI Core Income and Growth Portfolio* was up 0.7% in November – and is now up 12.6% in 2017.  In comparison our benchmark was up 1.1% in November and is now up 10.5% in 2017.  Over the most recent... Continue reading

PIM: Diversified Income Portfolio

Published by Paul Borisoff on Dec 05, 2017

The Diversified Income Portfolio* was up 0.4% in November – and is now up 9.4% in 2017.   In comparison our benchmark was up 0.7% in November and is now up 4.6% in 2017.  Over the most recent 12-month... Continue reading

PIM: SRI Core Income and Growth Portfolio

Published by Paul Borisoff on Nov 02, 2017

The SRI Core Income and Growth Portfolio* was up 3.9% in October – and is now up 11.8% in 2017.  In comparison our benchmark was up 3.7% in October and is now up 9.3% in 2017.  Over the most recent 12-month... Continue reading

PIM: Diversified Income Portfolio

Published by Paul Borisoff on Nov 02, 2017

The Diversified Income Portfolio* was up 2.2% in October – and is now up 9.0% in 2017.  In comparison our benchmark was up 1.9% in October and is now up 3.8% in 2017.  Over the most recent 12-month rolling... Continue reading

PIM: SRI Core Income and Growth Portfolio

Published by Paul Borisoff on Oct 10, 2017

The SRI Core Income and Growth Portfolio* was up 1.9% in September – and is now up 7.6% in 2017.  In comparison our benchmark was up 1.6% in September and is now up 5.3% in 2017.  Over the most recent... Continue reading

PIM: Diversified Income Portfolio / FuelCell Energy Series B Preferreds

Published by Paul Borisoff on Oct 04, 2017

The Diversified Income Portfolio* was up 1.6% in September – and is now up 6.7% in 2017.  In comparison our benchmark was up 0.5% in September and is now up 1.9% in 2017.  Over the most recent 12-month... Continue reading