Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: 60/40 portfolio

Bond and International Returns YTD Still Not Much to Crow About

December 3, 2024 Brian Gilmartin Leave a comment

1-year annual returns for a number of the bond market asset classes slid lower in November ’24, thanks primarily to…

Continue Reading →

Posted in: 60/40 portfolio, AGG, International (Non-US)

Annual Bond Market Returns: Jay Powell Would Probably Like to Return to a Positively-Sloped Yield Curve

November 17, 2024 Brian Gilmartin Leave a comment

Here’s the annual returns for the various bond asset classes as of 10/31/24: The surprising metric as of 10/31/24, was…

Continue Reading →

Posted in: 10-year Treasury yield, 60/40 portfolio, Bond Market(s), Bond Market(s) annual return

SP 500: “Everything” is Overbought, not Just Semi’s and Nvidia

March 10, 2024 Brian Gilmartin Leave a comment

The big reversal in Nvidia got a lot of attention on Friday, as the market darling closed down 5% on…

Continue Reading →

Posted in: 60/40 portfolio, Nvidia (NVDA), SMH (semiconductor ETF)

SP 500 Earnings: Is it Too Early to Care about 2024 SP 500 EPS ?

June 26, 2023 Brian Gilmartin Leave a comment

The 60% / 40% balanced portfolio as of June 23, 2023: SP 500: +14.14% YTD return Barclay’s AGG: +2.58% YTD…

Continue Reading →

Posted in: 60/40 portfolio

So Many Market Narratives, Don’t Forget Price

April 30, 2023 Brian Gilmartin Leave a comment

Promised readers in this weekend’s SP 500 earnings comments that a quick history of the “upside surprise” for SP 500…

Continue Reading →

Posted in: 60/40 portfolio, Corporate High Yield, Corporate HighGrade Bonds, FOMC meeting, High-Yield Credit, HYG, Market breadth

Post navigation

Page 1 of 2
1 2 Next →

Fundamentalis

  • Style-Box Update: Growth Comes Roaring Back
  • Schwab Trades Above Resistance: Next Stop is Late ’21 All-Time-Highs
  • Cisco Earnings Preview: The Networking Giant has Averaged 3% Revenue Growth pear Year since 2010
  • Inflation Expectations vs. 10-year Treasury Yield – the (2nd) Great Conundrum
  • Fixed-Income Annual Returns and Falling Crude Oil Prices

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis