Second Quarter 2002 Market Recap, Performance Review, and Near-term Outlook

Managing investment portfolios during 2022, particularly so Q2, has been among the most challenging of my 33-year career. All major markets, indexes, industrial sectors, and investment styles ended Q2 deeply in negative territory. Stocks, as measured by the S&P 500® Index, had the worst first-half of a year going back 50+ years. Neither bonds nor holding cash itself provided relief.

This link is to a PDF containing our Q2 2022 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

First Quarter 2022 Market Recap, Performance Review and Near-term Outlook

Hello Friends!

It was a rough start to 2022. And it has been an equally rough start to Q2, with three down weeks in markets in a row, and a bit of a wash-out yesterday. I read this morning that this was the worst start to a year since 1942. I haven’t fact-checked that myself, but it feels about right. Even if it is bit of a stretch. So to say that I am happy to deliver this Q1 Market Recap? That is also a stretch. But here we are.

This link is to a PDF containing our Q1 2022 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