
In March, our net weighted average return in was -1.22%. Our net average return for the month by strategy:
Conservative: +0.39%
Balanced: -0.87%
Growth: -2.85%
For the first quarter of 2021, our net weighted average return was +3.07%. Since 2015, we have generated a net weighted average return of +59.14%.
How things look
As we get further into April, markets will be focused on two things: corporate earnings and economic calendars.
Equity markets have continued their steady march upwards over the past months, operating under high expectations that company earnings will bounce back strong. From what we have seen so far, particularly in the US, those expectations are warranted.