Portfolio Reviews

May 2022 Portfolio Review

An absolutely horrible, terrible, no good month for investors of any stripe: stocks falling steadily, bonds in free fall, inflation high and rising. But if there is a bright side for RP, it’s that it did less badly than others, with RP portfolios occupying the top 4 spots for the month and overall.

March 2022 Portfolio Review

Instructive month to understand the value of true diversification. Stocks and bonds were both down in February, but commodities surged, leading to success for more balanced portfolios. Portfolios with concentrated risk in equities struggled, finishing 8th, 9th, and 10th.