Market Update
Example of an Equity Allocation
| As of March 2023 | |||
| Equity Type | Normal | Tactical | Relative |
| U.S. Large Companies | 52.50 | 51.30 | -1.20 |
| U.S. Small Companies | 13.50 | 14.30 | 0.80 |
| International Large Co. | 21.00 | 19.40 | -1.60 |
| International Small Co. | 4.00 | 4.10 | 0.10 |
| Emerging Markets | 4.00 | 5.90 | 1.90 |
| Real Assets Equities | 5.00 | 5.00 | 0.00 |
In all cases, consult with your advisor before making any changes. These are observations and not necessarily recommendations.
Example of a Bond/Loan Allocation
| As of March 2023 | |||
| Bonds/Loan Type | Normal | Tactical | Relative |
| U.S. Corp. Quality | 55 | 51.3 | -3.70 |
| International Quality | 15 | 14.3 | -0.70 |
| U.S. Treasury | 10 | 10.5 | 0.50 |
| Global High Yield | 7 | 9.3 | 2.30 |
| Floating Rate Loans | 3 | 4.3 | 1.30 |
| Emerging Markets | 10 | 10.5 | 0.50 |
In all cases, consult with your advisor before making any changes. These are observations and not necessarily recommendations.
Market Perspectives Update
November 23th 2022 - It’s only been one month, but the consumer inflation surprise is encouraging. October consumer prices rose less than forecasted, pushing the annual rates down for both headline and core measures considerably from the previous month. Learn more in this months' Market Perspectives, featuring Charles Boettcher, Managing Director and Senior Portfolio Manager.
Market News You Can Use
Watch our Sept. 16 2022 Video report on the current market conditions, opportunities, strategies you need to know to plan your next action steps. However, remember successful investing is goal-focused and plan-driven, not market-driven.
Sources:
June 7th 2022
Watch our June 7th video report on the current market conditions, opportunities, strategies you need to know to plan your next action steps. However, remember all successful investing is goal-focused and planning-driven. All failed investing is market-focused and current-outlook-driven.
Sources:
- Has CNR’s Outlook for Stocks Changed?
- How long do recessions and bear markets last?
- Midterm Election Year Intra-Year Pullbacks
- How to Talk to Your Clients About Market Declines (Page 14)?
- What Happens When You Fail at Market Timing?
- Understand Market Volatility
- JP Morgan's Guide to the Market (June 5th 2022 - Pages: 13, 17, 25, 32, 41, 49, 53)
- Will the Stock Market Crash in 2022? (Dave Ramsey)