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May 5, 2022 By Page and Associates

Portfolio Benchmarks to 2022 April 30

Graph Icon

Each month-end we publish total return data for various investment market indices, as well as a composite portfolio return benchmark for model portfolios of three different asset allocations. These may be useful guides to reasonable performance of your own portfolio or its components.

Click to view the Index Return Table.

Click to view the Portfolio Benchmarks.

Filed Under: Investments Tagged With: benchmark, index, invest, portfolio, return

April 26, 2022 By Page and Associates

Edgepoint Commentary

Portfolio managers believe investors should be excited that the market is on sale – why doesn’t the media position it this way? Investors who have a medium time horizon will likely look back on this period as a buying opportunity. “Many investors will see declines in fixed income portfolios and allow their fear of loss to force them to sell their holdings. We want to buy from them.”

Read more:
https://www.edgepointwealth.com/article/earning-our-wings-1st-quarter-2022/

Filed Under: Investments Tagged With: bond, comment, invest, investment, market

April 8, 2022 By Page and Associates

Portfolio Benchmarks to 2022 March 31

Graph Icon

Each month-end we publish total return data for various investment market indices, as well as a composite portfolio return benchmark for model portfolios of three different asset allocations. These may be useful guides to reasonable performance of your own portfolio or its components.

Click to view the Index Return Table.

Click to view the Portfolio Benchmarks.

Filed Under: Investments Tagged With: benchmark, index, invest, portfolio, return

March 10, 2022 By Page and Associates

Portfolio Benchmarks to 2022 Feb 28

Graph Icon

Each month-end we publish total return data for various investment market indices, as well as a composite portfolio return benchmark for model portfolios of three different asset allocations. These may be useful guides to reasonable performance of your own portfolio or its components.

Click to view the Index Return Table.

Click to view the Portfolio Benchmarks.

Filed Under: Investments Tagged With: benchmark, index, invest, portfolio, return

February 8, 2022 By Page and Associates

Portfolio Benchmarks to 2022 Jan 31

Graph Icon

Each month-end we publish total return data for various investment market indices, as well as a composite portfolio return benchmark for model portfolios of three different asset allocations. These may be useful guides to reasonable performance of your own portfolio or its components.

Click to view the Index Return Table.

Click to view the Portfolio Benchmarks.

Filed Under: Investments Tagged With: benchmark, index, invest, portfolio, return

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