Despite moving towards more relatively conservative positioning as Q3 progressed, those decisions, along with fruitful sector calls and weightings, provided for continued positive performance relative to benchmarks by quarter’s end. I encourage you to log into your Client Portal and take a look at where we now stand.
This link is to a PDF containing our Q3 2020 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