Asset Returns

A snap shot of differing asset classes we track via their ETFs.  Performance charts come from Stockcharts.com.

Winners hands down have been REITS and T-Bonds.  Both make sense given the decline in interest rates this year.  That has also helped REITS but they also came into 2014 undervalued and were one of the worst performers last year.  Note that with the exception of the bonds we have exposure in one form or the other to most of what you see in these charts.  Note also that the distribution of these assets isn't uniform across all of our accounts due to different investment strategies and also note these positions can change at any time.