After a strong start to the year in January and February, markets have leveled off in the last few months. For the first five months of 2015:
In light of these strong returns, we have been rebalancing portfolios in the last few months with a focus on the following:
Portfolio returns to the end of May range from 4.5% to 8.5% depending on each client’s risk profile.
While the financial media speculates about the next stock market downturn, it is important to remember that stock markets are inherently unpredictable. Rather than try to time the market, we focus on the elements we can control – managing your asset allocation and rebalancing to stay true to your plan.