Latest Portfolio And Trend Review
By now, investors have been mostly scared and likely are in a very bearish mood. In this newsletter, we review our portfolios and also comment on asset and economy trends.
Mixed portfolio performance
Our latest portfolio performance can be summarized as: on equity side, we are in par with current stock major indexes such as S&P 500. On bond/fixed income side, we significantly outperformed broad bond index funds such as BND and all of the ‘excellent’ total return bond funds including PIMCO total return, PIMCO Income and DoubleLine total return fund, continuing our long streak of outperformance.
Allocation portfolio Performance Comparison (as of 5/23/2022)
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