The Investment Scientist

Quarterly Market Review

Posted on: November 18, 2015

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[by Tom Warburton] The Markets are always interesting!

As a recap of interesting developments in 2015-Q3 we offer the downloadable link below.

The Executive Summary is pretty simple:
  • Equities – US, International, Emerging and REIT Markets were down
  • Fixed Income – US and Global Markets were up
  • The ‘Best’ Stock Market was Ireland at -1.12%
  • The ‘Worst’ Stock Market was Brazil at -33.06%
  • Commodities were universally weak with Crude Oil turning in the worst performance at -27.39%
We find the attached presentation to be ‘Interesting’, but, not particularly ‘Useful’.
That said, our recommended – and most useful – strategy for investors remains “Formulate A Uniquely Personal And Goal Based Long-Term Plan- THEN – Don’t Mess With It”.
  • Evidence demonstrates that the best investors are Dead People…they don’t mess with their investments.
Inviting your phone calls or emails and trusting this will find you well, we remain
Your Friends At Warburton Capital

 

Schedule a Discovery review with me, or get my white paper for free: The Informed Investor: 5 Key Concepts for Financial Success.

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Author

Michael Zhuang is principal of MZ Capital, a fee-only independent advisory firm based in Washington, DC. He is also a regular contributor to Morningstar Advisor and Physicians Practice. To explore a long-term wealth advisory relationship, schedule a discovery meeting (phone call) with him.



You may also get his monthly newsletter, or join his Facebook page for regular wealth management insights. Michael's email is info[at]mzcap.com.

Twitter: @mzhuang

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