Looking at style-box returns YTD, value is offering a little less downside, as growth continues to give up…
2019 SPY return: +31.22% 2020 SPY return: +18.37% 2021 SPY return: +28.75% 3-yr annualized return: +26% 2022 YTD return: -19.98%…
Dr. David Kelly of JP Morgan and his team do a great job of keeping their investors updated. On Monday,…
The 60/40 benchmark portfolio was down -14.64% YTD as of Friday, June 24th, 2022, with the SPY being down -17.26%…
The compares that the large-cap banks and tech companies are still facing with Q2 ’22 financial results are still very…