Model Allocation Changes: August 1, 2023
KEVIN’S COMMENTS:
The stock market has continued making great strides in the month of July.
Nineteen out of the 61 categories that we follow outperformed the S&P 500.
And only 7 of the 61 categories lost money in July.
To view all of the categories, sorted by their 4 week return
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2nd Q 2023 Review (for Participants)
I hope you and your family had an awesome Fourth of July holiday!
The stock market is off to a good first half of the year. The NASDAQ (technology) has far outperformed. Energy, last year’s top performer, had a good June. However, it is still one of the worst performing asset classes of the year.
It just goes to show . . .
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2nd Q 2023 Review (for Advisers)
I hope you and your family had an awesome Fourth of July holiday!
The stock market is off to a good first half of the year. The NASDA (technology) has far outperformed. Energy, last year’s top performer, had a good June. However, it is still one of the worst performing asset classes of the year.
It just goes to show . . .
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April Market Review
April 2023 was a good month for everything that we are currently monitoring (see picture below).
Everything turned in positive returns for the month.
Which is slightly concerning to me as it gets harder to find “non-correlating” asset classes when everything is going up.
However, it could be a sign of “new” . . .
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1st Quarter Review
The first quarter of 2023 is in the books. It was a very volatile one. It was not for the faint of heart.
And we saw a reversal of the winners and losers from year end.
Energy and commodities (last years big winners) are both . . .
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FEB 23 Market Update
Kevin T Clark, RF™ is the CEO and Co-founder of Plan Confidence Corporation (PCC). Kevin is also an ERISA Nerd and one of only a hundred Dalbar certified Registered Fiduciaries (RF) in the United States. He has been helping hard working Americans invest their money for over 25 years!
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Investment Advisers ONLY: New Feature
New feature for those advisers trading through Pontera.
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