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

PIM: SRI Core Income and Growth Portfolio

Published by Paul Borisoff on Mar 05, 2018

PIM: SRI Core Income and Growth Portfolio – March 2nd, 2018   The SRI Core Income and Growth Portfolio* was down 0.6% in February – leaving the portfolio down 0.3% in 2018.   In comparison our benchmark... Continue reading

PIM: Diversified Income Portfolio

Published by Paul Borisoff on Mar 05, 2018

PIM: Diversified Income Portfolio – March 2nd, 2018   The Diversified Income Portfolio* was down 1.7% in February – leaving the portfolio down 1.8% in 2018.   In comparison our benchmark was down 1.3%... Continue reading

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