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Performance – January

 The Active Income Portfolio was up +0.19% in January, underperforming it’s benchmark by 0.44%

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Active Income – Portfolio Performance
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Relevant suggested news and content from the site

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Yield to first call & margin over swap – Source MST Financial
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Overview
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Webinar Recording | Will NVIDIA Ignite or End the AI Trade?
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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Universal Stores (UNI)
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Monthly Update: Portfolio performance and positioning during October
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Monday 8th September – Dow off -220pts, SPI off -15pts
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Novo Nordisk (NVO US)
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