I update the asset class, sector, and country returns twice a year – at the half way point and year end. The end of June means it’s time for an update. But before I get into the actual results I want to point out a few things to take notice of beyond the numbers.
The charts are a simple visual tool that helps to explain a few simple concepts like how returns change from one year to next, how a diversified portfolio gives up the best returns in order to never get the worst returns, and how so many investors fall victim to chasing the past. Continue Reading…