The first quarter of 2019 is in the books. How did your investments perform? Our Moneyman, Certified Financial Planner Paul Fain, reviews the Q1 tale of the tape.
PAUL, LAST YEAR WAS FORGETTABLE FOR INVESTORS, HOW ARE WE FARING SO FAR IN 2019?
Best Quarter in a Decade:
- U.S. Stocks 14%
- Foreign Stocks 10%
WHAT ABOUT RETURNS ON CONSERVATIVE INVESTMENTS?
- U.S. Bonds 3%
- Cash 0.6%
- Inflation 2%
HAS DIVERSIFICATION IN COMMODITY-TYPE INVESTMENTS HELPED US SO FAR THIS YEAR?
- Oil 32%
- Real Estate 16%
- Gold 1%
FAST MARKET FACT: Successful stock picking is difficult!
- Lululemon 41%
- Amazon 21%
- Kraft Heinz -23%
- Biogen -21%
QUESTION FOR OUR MONEYMAN?
Send them to Paul@assetplanningcorp.com!
You can also reach Paul by using the contact page on APC’s website.