08-14-2015, 10:38 AM
Looks like your timing and selection were pretty good as the motif has held its value well in an environment of generally tumbling prices. My shipping, marine lease, marine financing motif has not done nearly as well, but I'll continue to accumulate during weakness. Upon full weighting will just add from time to time in order to preserve portfolio balance. My banking Motif has stayed about even, but lots of dividends are starting to hit the pot.
Alex