Archive For: Updates

Portfolio Recap – March 2018

Portfolio Recap – March 2018

It’s time for the March monthly recap of the Adaptive Wealth Solutions portfolios. As usual we will go through the several of the various portfolios Adaptive Wealth Solutions offers as well as an overview of the current market climate. The recap includes a performance recap of global growth asset classes, bond asset classes, US sectors, ... Read More
 
Portfolio Recap – February 2018

Portfolio Recap – February 2018

It’s time for the February monthly recap of the Adaptive Wealth Solutions portfolios. As usual we will go through the several of the various portfolios Adaptive Wealth Solutions offers as well as an overview of the current market climate. The recap includes a performance recap of global growth asset classes, bond asset classes, US sectors, ... Read More
 

Market Update – February 6, 2018

In this video I go through the recent market downturn and an analysis of the current economic and market environment. The recap includes a performance recap of global growth asset classes and bond asset classes over the recent past. Each recap also includes the current value of the Economic Strength Index, a proprietary indicator developed ... Read More
 
Portfolio Recap – January 2018

Portfolio Recap – January 2018

It’s time for the January monthly recap of the Adaptive Wealth Solutions portfolios. As usual we will go through the several of the various portfolios Adaptive Wealth Solutions offers as well as an overview of the current market climate. The recap includes a performance recap of global growth asset classes, bond asset classes, US sectors, ... Read More
 
Portfolio Recap – December 2017

Portfolio Recap – December 2017

It’s time for the December monthly recap of the Adaptive Wealth Solutions portfolios. As usual we will go through the several of the various portfolios Adaptive Wealth Solutions offers as well as an overview of the current market climate. The recap includes a performance recap of global growth asset classes, bond asset classes, US sectors, ... Read More
 
Portfolio Recap – November 2017

Portfolio Recap – November 2017

It’s time for the November monthly recap of the Adaptive Wealth Solutions portfolios. As usual we will go through the various portfolios Adaptive Wealth Solutions offers as well as an overview of the current market climate. I will continue iterating on the format of these videos so that I can better provide insight into the ... Read More
 
Portfolio Recap – October 2017

Portfolio Recap – October 2017

It’s time for the October monthly recap of the Adaptive Wealth Solutions portfolios. As usual we will go through the various portfolios Adaptive Wealth Solutions offers as well as an overview of the current market climate. I will continue iterating on the format of these videos so that I can better provide insight into the ... Read More
 
Portfolio Recap – September 2017

Portfolio Recap – September 2017

It’s time for the September monthly recap of the Adaptive Wealth Solutions portfolios. As usual we will go through the various portfolios Adaptive Wealth Solutions offers as well as an overview of the current market climate. This month I’ve added some new benchmarks and have highlighted how various developed markets are doing around the globe. ... Read More
 
Portfolio Recap – May 2017

Portfolio Recap – May 2017

It’s time for the May monthly recap of the Adaptive Wealth Solutions portfolios. As usual we will go through the various portfolios Adaptive Wealth Solutions offers as well as an overview of the current market climate. This month I’ve added some new benchmarks and have highlighted how various developed markets are doing around the globe. ... Read More
 
Portfolio Recap – April 2017

Portfolio Recap – April 2017

So, it’s time for the (delayed) monthly recap of the Adaptive Wealth Solutions portfolios. As usual we will go through the various portfolios Adaptive Wealth Solutions offers as well as an overview of the current market climate. I will continue iterating on the format of these videos so that I can better provide insight into ... Read More