Portfolio Management

January 2021

Q1 2021 Portfolio Management

Global stocks are entering 2021 in a broad uptrend, anticipating that re-openings and continued central bank accommodation will support a robust global economic recovery this year.

October 2020

Q3 2020 Portfolio Management

Bond Returns Likely to Underperform Dividend Paying Stocks

July 17, 2020

Q2 2020 Portfolio Management Summary

While the upcoming election will add to the uncertainty and volatility of a market already beleaguered by Covid, opportunities for capital redeployment may arise.

April 1, 2020

Q1 2020 Portfolio Management Summary

How will Aspetuck position portfolios in the next quarter amid extreme market swings and what will most likely be several weeks of more dark news surrounding Covid-19 in the U.S.?

© 2018 by Aspetuck Financial Management LLC

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