We “mirror” a model strategy from BlackRock (the largest asset manager in the world).
The commentary above is provided by BlackRock, Inc and is just a snippet of the full weekly commentary they produce.
To read the full article CLICK HERE.
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KEVIN’S COMMENTS:
Happy New Year!
I hope that 2023 was a great year for you and 2024 will be even better!
New year, new you - lol
The markets had a volatile year but proved to be profitable.
See the year end market returns below*:
13.7% - DOW
24.2% - S&P
43.4% - NASDAQ
6.38% - BONDS (PTTRX)
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Just as the seasons change, the market changes too!
What a difference one month makes!
Last month I was writing how high the VIX (Fear Index) got, the downtrend of the market, etc.
This month, the VIX is ending the month below 13!
The stock market (S&P 500) is up over 10% as I write . . .
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On Halloween last week, the Biden administration released it’s new rules for ERISA Fiduciaries available to the public.
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The markets have continued to lose momentum in the month of October.
Only one category of the sixty that we monitor had more than a 1% return in the past 4 weeks (Equity Precious Metals 2.85%).
Unfortunately, most 401k plans do not even have precious metals as a category for you to invest your money in.
So, it does not make much difference to your account.
The Volatility Index (VIX) is an index that I monitor to measure the amount of “fear” in the stock markets.
The higher the number, the more perceived fear in the market.
The VIX has been above 19 since . . .
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What a difference one quarter makes!
Last quarter I was writing about the raging stock market and how 19 of 61 Morningstar categories that we follow outpaced the S&P 500.
This quarter we only had 13 out of 61 categories that have positive returns.
And only two that had returns above 3% . . .
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My dream of being able to deliver ERISA compliant, personalized advice and trading with a “One-Click” button may finally be realized.
Once it is, we will be able to dramatically enhance the lives of any one of the 100,000,000 hard-working Americans and the 300,000 advisors currently serving them.
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