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Integrated Wealth Management

Investing Newsletter – Jan 2015

  • US Stocks & US REITs were the top performing asset classes in 2014.

  • Globally diversified multi-asset class portfolio returns were disappointing in 2014 relative to US Stocks.

  • Asset class outperformance trends normally reverse themselves over time.

  • Selling out of an asset class due to a couple years of underperformance is unwise.

  • The temptation to sell commodity positions after such poor performance should be resisted.

  • Rebalancing a diversified portfolio on a periodic basis is often the most prudent strategy.

  • Stock and bond returns could be lower than the historical averages over the next 7 – 10 years.

  • We expect the First Trust Deed investment we use will continue providing solid, predictable returns.

Investing Newsletter - Jan 2015