PIM: SRI Core Income and Growth Portfolio

Published by Paul Borisoff on Aug 03, 2018

PIM: SRI Core Income and Growth Portfolio – August 2nd, 2018   The SRI Core Income and Growth Portfolio* was up 1.7% in July - leaving the portfolio up 3.3% in 2018 – and up 11.4% over the last year. In... Continue reading

PIM: Diversified Income Portfolio

Published by Paul Borisoff on Aug 03, 2018

PIM: Diversified Income Portfolio – August 2nd, 2018   The Diversified Income Portfolio* was up 0.1% in July – leaving the portfolio up 1.5% in 2018 – and 6.9% higher over the last twelve months. In comparison... Continue reading

PIM: SRI Core Income and Growth Portfolio

Published by Paul Borisoff on Jul 05, 2018

PIM: SRI Core Income and Growth Portfolio – July 5th, 2018   The SRI Core Income and Growth Portfolio* was up 0.3% in June - leaving the portfolio up 1.6% in 2018 – and up 7.7% over the last twelve months.  ... Continue reading

PIM: Diversified Income Portfolio

Published by Paul Borisoff on Jul 05, 2018

PIM: Diversified Income Portfolio – July 5th, 2018   The Diversified Income Portfolio* was down 0.8% in June – leaving the portfolio up 1.3% in 2018 – and 6.3% higher over the last twelve months. In comparison... Continue reading

PIM: SRI Core Income and Growth Portfolio

Published by Paul Borisoff on Jun 04, 2018

PIM: SRI Core Income and Growth Portfolio – June 4th, 2018   The SRI Core Income and Growth Portfolio* was up 1.6% in May - leaving the portfolio up 1.3% in 2018 – and up 5.7% over the last twelve months.  ... Continue reading

PIM: Diversified Income Portfolio

Published by Paul Borisoff on Jun 04, 2018

PIM: Diversified Income Portfolio – June 4th, 2018   The Diversified Income Portfolio* was up 1.8% in May – and is now up 2.1% in 2018.   In comparison our benchmark was up 0.9% in May – and is down 1.6%... Continue reading

PIM: SRI Core Income and Growth Portfolio

Published by Paul Borisoff on May 02, 2018

PIM: SRI Core Income and Growth Portfolio – May 2nd, 2018   The SRI Core Income and Growth Portfolio* was up 0.1% in April - leaving the portfolio down 0.3% in 2018 – and up 5.2% of the last twelve months.  ... Continue reading

PIM: Diversified Income Portfolio

Published by Paul Borisoff on May 02, 2018

PIM: Diversified Income Portfolio – May 2nd, 2018   The Diversified Income Portfolio* was up 1.9% in April - leaving the portfolio up 0.4% in 2018.   In comparison our benchmark was unchanged in April... Continue reading

PIM: SRI Core Income and Growth Portfolio

Published by Paul Borisoff on Apr 04, 2018

PIM: SRI Core Income and Growth Portfolio – April 3rd, 2018   The SRI Core Income and Growth Portfolio* was flat in March (unchanged) – leaving the portfolio down 0.4% in 2018 – and up 8.3% of the last... Continue reading

PIM: Diversified Income Portfolio

Published by Paul Borisoff on Apr 04, 2018

PIM: Diversified Income Portfolio – April 3rd, 2018   The Diversified Income Portfolio* was up 0.3% in March - leaving the portfolio down 1.5% in 2018.   Our benchmark was also up 0.3% in March – but ... Continue reading