Portfolio Recap – January 2017
In this recap we dive into the recent returns of 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 portfolios and the markets. So, let me know how you like the video and what you would like me to cover in more depth!
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Disclosure: Performance illustrated above is taken from an actual AWS tracking account owned by Dieter T. Scherer, Jr.
Performance illustrated is not a GIPS composites of client accounts. Past performance is not indicative of future results.
Please see disclosures slide at the end of the presentation for more information.