Year-to-date and one-year returns remain above average, boosted by an overwhelmingly positive first half of 2021. Q3 started strong as well. Global markets continued to advance despite lingering concerns over COVID-19 Delta variant infection rates and a barrage of regulatory crackdowns by the Chinese government.

This link is to a PDF containing our Q3 2021 Market Recap, Performance Review and Near-term Outlook. This Recap incorporates a broad review of global markets, including 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.

A.J. Walker, CFA CFP® CIMA®
Founder, President, and CEO
Lake Jericho, LLC