Monday, July 20, 2015

Performance


Above we show how certain indices have performed this year.  As you can see nothing has really stood out although both the Nasdaq {Dark blue up 4.48%} and Vanguard's Euro-Pacific fund {Pink up 4.31%} are showing decent annualized gains.

From left to right:
S&P 500 ETF-SPY
Fidelity Nasdaq-ONEQ
Vanguard Total Market-VTI
Vanguard Euro-Pacific-VEA
iShares-Global High Yield ex US-HYXU
Vanguard Global Real Estate exUS VNQI
Barclays High Yield Bond-JNK
Vanguard REIT-VNQ
Powershares Int'l Corporate Bond-PICB
Vanguard Emerging Markets-VWO

*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.