In this video, Kevin discusses what happened in the 2nd quarter in comparison to historical data and shows the impact of diversification through these ups and downs.
2nd Quarter Market numbers paint an interesting picture of the varied market reactions to interest rates, currency and policy changes. Different asset classes (investments) had very different returns. Small and large companies didn’t move together with small companies having higher returns. After multiple positive quarters, foreign developed and emerging markets underperformed across the board probably due to the strength of the US dollar. Finally, as bad as the returns were in Q1 for REITs (Real Estate Investment Trusts) that asset class had fantastic returns in Q2 – proving that patience and discipline may be rewarded.
Kevin and Charlie can help you set up a well-rounded portfolio with a disciplined and enduring investment philosophy. They constantly evaluate the data and will help you rebalance to maintain your long-term goals. Give them a call to discuss your situation.
Download the Quarterly Market Review HERE.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this video will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Moreover, you should not assume that any information or any corresponding discussions serves as the receipt of, or as a substitute for, personalized investment advice from Leading Edge Financial Planning personnel. The opinions expressed are those of Leading Edge Financial Planning as of 07/10/2018 and are subject to change at any time due to the changes in market or economic conditions.