2025 April Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments April was a challenging month in liquid markets. For the month, our portfolio produced a total return of -0.72%, putting our YTD returns at ...
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2025 March Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments The portfolio returned -0.55 % for the month of March, however, the Strategy has returned +1.78% YTD. Back in early January, in our 1st Quarter ...
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2025 February Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments In the month of February, our portfolio performed extremely well returning +2.06%, bringing YTD returns to +2.35%. Volatility has been pervasive ...
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2025 January Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments The portfolio returned 0.29% for the month of January. As we mentioned in our Webinar from a few weeks ago, we think the Fed will become less ...
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2024 December Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments The portfolio returned -2.02% for the month of December, putting 2024 YTD returns for the Bramshill Income Performance Strategy at +3.32%. For ...
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2024 November Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments Bramshill Income Performance Strategy performed well in the month of November returning +1.14% and has now returned +5.39% YTD. The Strategy has ...
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2024 October Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments October was a challenging month for US fixed income as 10 year treasury yields increased approximately 50 bps in anticipation of a change in the ...
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2024 September Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments September was a very strong month for the Bramshill Income Performance Strategy, returning +1.27%, and is now up 5.90% YTD. The Strategy ...
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2024 August Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments The Bramshill Income Performance Strategy performed extremely well in the month of August returning +1.13% and is now up +4.58% YTD. Due to a ...
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2024 July Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments The Bramshill Income Performance Strategy performed very well in July, up +1.80% for the month, and now up +3.41% YTD. The portfolio benefitted ...
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