Lather. Rinse. Repeat. Once again asked to climb the same wall of worry, I am happy to post yet another Recap with, despite continued volatility, generally positive results.
This link is to a PDF containing our Q3 2019: Quarterly Recap and Near-term Outlook. This Recap incorporates a broad review of global markets, and a series of directly comparable, globally diversified, balanced portfolio benchmarks constructed by iShares (by Blackrock). The commentary and performance information, coupled with the tabled data will, hopefully, help each reader evaluate their own portfolio performance in proper context with just a few numbers.
As always, I am available at any time, any day of the week, to discuss specific portfolio performance questions with all clients. Until then, be well, enjoy your week, and thank you!
A.J. Walker, CFA CFP® CIMA®
Founder, President, and CEO
Lake Jericho, LLC