This week's theme is relax.
Together with a culture of work, there must be a culture of leisure as gratification. To put it another way: people who work must take the time to relax, to be with their families, to enjoy themselves, read, listen to music, play a sport. Pope Francis
We will be more successful in all our endeavors if we can let go of the habit of running all the time, and take little pauses to relax and re-center ourselves. And we'll also have a lot more joy in living. Thich Nhat Hanh
"Relax. Refresh. Renew. Play. Sing. Laugh. Enjoy. Forgive. Dance. Love. Hug. Share. Kiss. Create. Explore. Hope. Listen. Dare. Trust. Dream. Learn. TODAY!" Steve Maraboli
"Relax and refuse to let worry and stress rule your life. There is always a solution to every problem. Things will work out for you when you take time to relax, refresh, restore and recharge your soul." Lailah Gifty Akita
My family and I had a chance to get away for a week this week to relax and recharge. Won't take a lot of time to write this weeks' update.
The best way to be relaxed as an investor is to make sure your comfortable with your investment allocation and that a professional is monitoring the investments. Have an investment review and then relax.
The S and P 500 index trended up this week. +2.41%
The Dow Jones World Index trended up this week. +1.91%
The 10 year Treasury Yield index trended down this week. -2.81%
The 10 year Treasury Price index trended up this week. +.24%
The CRB Commodities index trended down this week. -1.7%
The Gold Index trended down this week. -2.67%
The US Dollar index trended up this week. 1.9%
Inflation Linked Bonds trended down this week.-.70%
US Aggregate Bond Index trended up this week. +.44%
The International Aggregate Bond Index trended down this week. -1.32%
The NCREIF Index is aggregated and reported quarterly and is a total return broad representation including rents and appraisal of non-traded Commercial Real Estate.
2014 2nd qtr + 2.91%
2014 3rd qtr + 2.63%
2014 4th qtr +3.04%
2015 1st qtr +3.57%
It pays to stay diversified and not chase prior winners!
Many investors take the wrong approach looking primarily at recent return.
Overall risk measures and managing downside risk play an increasing role in end results.
Investors instead should be focused on managing Dynamic Beta exposure, evaluation of Active Share, Sharpe ratios, Sortino ratios and Alpha.
Please forward this on to anyone who you think may be interested.
The above is for informational purposes only and not an offer or recommendation to buy or sell. Past performance is no guarantee of future return. Decisions on making any investment should be made only subsequent to a thorough professional analysis of the overall individual financial picture and the goal for the investments. This writing is not to be construed as an offer of personal advice or an offer to follow any recommendation. Any investments should only be entered into after a thorough analysis from your personal Adviser and related to your current financial picture and goals.
Any investments can lose value. Diversification is not a guarantee against loss.
The above is for informational purposes only and not an offer or recommendation to buy or sell. Past performance is no guarantee of future return. All decisions about investments should be made within parameters of risk, time frame, financial position and overall asset allocation.