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Our Perspective



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Q1 2019 Perspective

We have seen a nice rebound to 2019, and very good risk adjusted returns. We are pleased our clients heeded our advice, trusted the process, and understood how and why we construct portfolios the way we do. We aren’t just tracking markets up and down, we have non correlated assets, we have true diversification, and we spend an enormous amount of time on the science of portfolio construction. We remain cautiously optimistic as the Federal Reserve, the largest risk to the markets, has backed off and we are no longer “fighting the Fed”. We chose to write the commentary how we view the Fed’s new monetary policy will affect various assets.

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TwentyOverTen Interview

This week, we got to speak with David Miller, managing partner and Chief Investment Officer at Auctus Advisors. Auctus is a Charlotte-based firm that specializes in comprehensive life style and legacy planning for affluent individuals and families including entrepreneurs, c-level executives, and professional athletes. To wrap up this exciting project, we are going to dive into the details of what it was like working with us to build an advisor website.

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2019 Perspective

We can finally put 2018 to bed. The two stock indexes we follow most closely were the Dow Jones Global Stock Market, down -12.3% (WSJ) and MSCI ACWI (all country world index) down -9.42% for the year, even writing it is frustrating. This was on top of over 90% of the 70 tracked investment assets classes finishing negative for the year (the worst in history). While our portfolios held up as they were designed (which our team is proud of), we are not in business to lose money and even well designed portfolios don’t “feel” successful when performance is down.

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The Perspective - September 2018

In this month's edition I want to reflect on and discuss the 10 lessons our firm learned from the 2008 Financial Crisis. Last week was the 10-year anniversary of Lehman Brothers declaring bankruptcy and the financial world changing forever; we must never forget these lessons we learned during that frightening time or we will be doomed to repeat history.

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The Perspective - August 2018

In this month’s edition we will review 5 Auctus Investment Principles that have stood the test of time and have been applicable over my 15 plus year investment career. Our team reflects on these lessons frequently, especially given the current state of the markets.

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The Perspective - July 2018

It has been an interesting first half of 2018. Over the last several weeks we have had many discussions with our clients regarding the markets, their portfolios, and our strategies. Tremendous earnings growth coupled with almost no price appreciation has provided some long-awaited opportunities. The earnings growth has allowed us to “grow into” last year’s relatively expensive market.