Wednesday, July 08, 2015

an tSionna {Asset Class Returns}


Averaging all nine asset classes by this definition shows a rate of return of 1.47% for the first six months of the year.  Returns would have likely been 2-3 percentage points higher if the quarter had ended a week earlier.  Thank the Greeks {and also the Chinese} for that difference!


*We are long various asset classes depicted above via ETFs or via ETFs related to the S&P 500 in client and or personal accounts.  Positions can vary in accounts depending on account strategy and the unique risk/reward characteristics of our clients.