Portfolio Management

April 2021

Q2 Portfolio Management

Portfolios are overweight equities, underweight bonds, and underweight cash-equivalents because the U.S. economy is in a robust expansion. Historically, stocks outperform bonds and cash-equivalents in an economic expansion experiencing rising yields. Economic conditions suggest diversifying into cyclical Value stocks.

Q2 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.

Q1 2021 Portfolio Management

October 2020

Q3 2020 Portfolio Management

Bond Returns Likely to Underperform Dividend Paying Stocks

Q3 2020 Portfolio Management

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.

Q2 2020 Portfolio Management Summary

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.?

Q1 2020 Portfolio Management Summary