Monthly Scoreboard

Are Stocks Falling From Grace Despite the Record High Stock Market Averages

June 4, 2014

Over the past several months our ETF models have made shifts away from high beta to dividend paying stocks, REITS and bonds.  In fact some models such as Sleep Easy have been holding a bond position for several consecutive months.  To a casual observer this may come as a surprise since what gets reported on the evening news is the record high stock market averages.

But behind the headlines, some interesting trends have developed.   The following is a list of the major asset-classes I track on a monthly basis.  They have been ranked on the basis of their combined  3-month and 6-month trailing returns.   I will let the diagram do most of the talking.

asset classes


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