Pretty flat month, without much drama. Bonds had a good month, the longer the duration the better, and equities went down a bit, but not much. The All Seasons portfolio, with 55% in fixed income, won the month, though 100% Equities is still in first overall.
Great month personally (5 weeks in Europe!) but tricky for the portfolios - mostly great up until the past week, then a big slide.. Only two positive portfolios for July, both traditional ones, and traditional ones won the month and lead overall. Meanwhile, the Qian portfolio continues to sink.
Greetings from Amsterdam! Nice month for investors - the kind that reminds you why it’s time in the market, not timing the market. Inflation dropping. All portfolios up but one, led by 100% equities. Meanwhile, not a great showing for RP - all 3 portfolios on the overall podium are traditionals.
May was another mostly sideways month, though with a slight bias to the downside. Just one portfolio was in positive territory (100% Equities, +.29%) and, big news, it now has the top spot overall, after 14 months of leadership by the RPC Stability portfolio.
April turned out to be a thoroughly nondescript, boring, and lackluster month…kinda nice, wasn’t it? All portfolios around the breakeven point after withdrawals. Winner: the Capital Efficient Butterfly (+.79%); loser: the Levered Seasons (-.69%). RPC Stability up .01%, and still first overall.
