Monthly Archives: May 2018

OUR APRIL RESULTS

OUR APRIL RESULTS

Our weighted average return in April was +0.50%. Since 2015, we have generated a net return of +33.71%.

In terms of investment strategy performance, our weighted average net returns for April were (a) -0.41% for conservative strategies, (b) +0.40% for balanced strategies, and (c) +1.31% for aggressive strategies.

April was yet another volatile month with corporate earnings and geopolitical drama sending markets back and forth. Corporate earnings came in stronger than expected and gave a strong indication that the US economy continues to perform well. In the commodity space, Trump’s decision to back out of the Iran nuclear deal helped push oil prices up 7%. As mentioned is last month’s commentary, there was also significant volatility in the metals sector as the US applied sanctions to a number of Russian industrial titans. By the end of the month, the S&P 500 was +0.4%, the US dollar gained +1.8% versus the Euro and the Barclays Global Aggregate Bond Index was -1.6%.

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OUR MARCH RESULTS

OUR MARCH RESULTS

Our weighted average return in March was -1.94%. Since 2015, we have generated a net return of +33.05%.

In terms of investment strategy performance, our weighted average net returns for March were (a) -0.61% for conservative strategies, (b) -1.60% for balanced strategies, and (c)-3.37% for aggressive strategies.

Financial markets continued to experience significant volatility in March and no sector was spared.

The prospect of global trade war, coupled with heightened tensions in Syria meant waking up every morning to new headlines that sent markets into tailspin or euphoria. By the end of the month, ‘tailspin’ had gotten the upper hand.

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