The 60% /40% balanced portfolio (SP 500 / Batclays Aggregate) had returned -12.37% YTD as of Friday, August 26th’s close.…
Per the IBES data by Refinitiv, the forward estimates for the SP 500, continue to be revised lower, which is…
The 60% / 40% balanced portfolio slid 105 basis points this week to a YTD return of -10.10%, improved from…
The regular update will be out this weekend, but I wanted to show readers some of FundStrat’s earnings work as…
Click on the spreadsheet and you’ll find an updated “stylebox” analysis through 8/15/22. Because performance is downloaded monthly, it’s preferred…