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Excellent Performance & The Road Ahead

Posted by kdadmin on April 8th, 2015.

In the first quarter of 2015, the S&P 500 did about 0.43%, while our average portfolio did a FULL 2% better than the S&P 500. This in spite of the fact that we took two-thirds less risk by keeping most of our money on the sidelines since February 23rd. Your latest performance reports are available in your web portals.

While past performance is no guarantee of future results, it’s numbers like these that send me down various “ta da!” level gloating escapades. If you know me, it’s likely that you’ve seen me on one of these. If not, maybe I’ll post a little video on Twitter or our Facebook page in a few days for your viewing enjoyment.

The road ahead looks rocky at best … Given the strong dollar, continued struggle in the Ukraine, the floundering Eurozone, the looming change in the Federal funds rate, and weak projections for the S&P 500, I expect to make significant changes to the portfolio structure in the months ahead. Obviously, I’ll keep you posted, but will likely contact about your individual portfolios directly.

Escapades and blog video variety aside, at the end of the day, I’m the guy you hired to help you leverage your financial resources to live the life you love. It’s my job to manage your investments, produce solid returns, minimize losses, avoid taxes, and guide you in all matters financial. This “job” is at the center of my life’s mission. Thank you for giving me the opportunity to help.


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