by J.J. Schenkelberg, CFA | Jul 9, 2020 | Market Commentary, Market Performance
Diversification is a key piece of a portfolio that is looking to control risk. Investopedia describes diversification as follows: “A diversified portfolio contains a mix of distinct asset types and investment vehicles in an attempt at limiting exposure to any single...
by J.J. Schenkelberg, CFA | Jul 9, 2020 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of +20.0% for the Second Quarter of 2020, following -19.9% return for the First Quarter of 2020. U.S. stocks outperformed international for the quarter as measured by...
by J.J. Schenkelberg, CFA | Apr 3, 2020 | Market Commentary, Market Performance
I hope this newsletter finds you well. It is amazing how the world can change in just a few months. The recent environment helps us remember what is most important in life—family, friends and health. A big thank you to my clients! It is a privilege to help you...
by J.J. Schenkelberg, CFA | Apr 3, 2020 | Market Commentary, Market Performance, Uncategorized
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of -19.9% for the First Quarter of 2020. U.S. stocks marginally outperformed international for the quarter as measured by the iShares MSCI EAFE ETF, a representation of...
by J.J. Schenkelberg, CFA | Jan 14, 2020 | Market Commentary, Market Performance
Wow, what a year! Not much to complain about when it comes to investment returns for 2019. All major diversified stock indices advanced over 20%. The Standard and Poor’s 500 Index led the way with a 29.7% total return. Technology stocks were the clear winners once...
by J.J. Schenkelberg, CFA | Jan 14, 2020 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 10.7% for the Fourth Quarter of 2019, and 29.7 % for the full year. U.S. stocks outperformed international for the quarter as measured by the Morgan Stanley Composite...
