Investing Newsletter - Jul 2020
Investing Newsletter - July 2020 (click image to open)
The quarter ending March 31st was the 9th worst quarter of stock market performance; and the quarter ending June 30th was the 9th best.
Investors who swapped from stocks to cash after the steep drop in March missed the subsequent rebound.
We took measures in light of the situation by rebalancing client portfolios and executing tax swaps.
We are living through an unprecedented period of history and we expect markets to remain uncertain for some time to come.