I am sure most investors are glad to say goodbye to January 2016. The markets were volatile but if you had a diversified portfolio, things turned out OK. It is important to have a rock solid philosophy, strategy and discipline during market volatility.
- High quality bonds were up about 1% for the month
- Our liquid alternatives were up about 0.75% to 1% for the month
- Global equities were down -4% to -7%+ for the month. This long-term bucket should not be needed for 7+ years.
- Investors should expect higher volatility at this stage of the business cycle. Make sure you have a plan for volatility.
See some of our recent blog posts:
Risk Happens Fast!
The Average Stock is Already in a Bear Market!
Keep Calm or Freak Out?
The Pledge Most Advisors Won’t Sign!
We will see how the rest of 2016 turns out. We have had other bad starts to the year and they have ended up fine. If you need a 2nd opinion about your portfolio, give us a call.
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Source: Bespoke 1/29/16
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