A user pointed out the incorrect year to date return for 60 Percent MyPlanIQ Diversified Core 40 Percent Schwab Total Bonds in the last week’s newsletter. This was caused by a data glitch. It has been fixed in the newsletter August 8, 2016: Portfolio Construction Using Stock ETFs And Bond Mutual Funds. We appreciate this user’s help.
Risk On: Emerging Market Stocks And Small Cap Stocks
It’s been a strange market: stocks, gold, long term bonds are all showing considerable strength. Normally, these assets have relatively strong negative correlation with others. But for the past several years, especially for the past one year, they have been all rising to their 52 week or all time highs.
The following table shows the major asset classes returns:
Please login or register an account to view the newsletter