Portfolio Review – October 2018 – Rising Rates and Falling Stocks

Portfolio Review – October 2018 – Rising Rates and Falling Stocks

[This portfolio review about rising rates may contain affiliate links at no cost to you] Rising rates were the story this month as America's strong economy kept barreling on. That meant bad things for high dividend payers like REITs, bonds and some riskier assets like small caps. It may seem counter intuitive that a strong [...]

Portfolio Review – September 2018 – Domestic Stocks reign supreme

Portfolio Review – September 2018 – Domestic Stocks reign supreme

[This portfolio review about domestic stocks may contain affiliate links at no cost to you] Domestic stocks continue to kill it this year leaving everything else in the dust. That was no different this month as domestic stocks outperformed foreign equities again. The information below from Personal Capital shows what I'm talking about. Since the [...]

Portfolio Review – July 2018 – International Stock Market Struggles

Portfolio Review – July 2018 – International Stock Market Struggles

[This portfolio review about the international stock market may contain affiliate links at no cost to you] The international stock market hasn't been the best place for investors in the past few years. That trend has continued this year. It was especially clear this month as foreign stocks lagged domestic by quite a bit. That's [...]

Portfolio Review – June 2018 – Buying Bonds and International Stocks

Portfolio Review – June 2018 – Buying Bonds and International Stocks

[This portfolio review about buying bonds may contain affiliate links at no cost to you] The U.S. stock market has had a good year so far. Sure, there have been some dips like the ones in February and April but the results YTD are positive. On the flip side, bonds and international stocks haven't been [...]

Portfolio Review – May 2018 – the stock market today

Portfolio Review – May 2018 – the stock market today

The stock market today is an interesting one. Investors have benefited from a nearly uninterrupted run up this decade. That's why it almost seemed out of character to see the small stumble this year. The stock market can fall? What madness is this? January started off strong with the S&P 500 returning over 5%. However, [...]