All Weather Strategy

Stocks continued strong; Developed markets outperformed. Performance review of our strategies in March 2024 – All Weather Inflation Guard gained 1.8%, All Weather Strategy gained 3.6%, All Weather Alpha Focus gained 3.1%.

Continued strong equity performance and weak bonds. Performance review of our strategies in February 2024 – All Weather Inflation Guard gained 0.5%, All Weather Strategy gained 3.9%, All Weather Alpha Focus gained 3.1%. Global outlook that guides our asset allocation.

All strategies outperformed; Developed markets performed the best. Performance review of our strategies in January 2024 – All Weather Inflation Guard lost 0.4%, All Weather Strategy gained 2.3%, All Weather Alpha Focus gained 0.6%. Global outlook that guides our asset allocation.

Equity rebound continued, and bonds were strong as well. Performance review of our strategies in December 2023 – All Weather Inflation Guard gained 3.0%, All Weather Strategy gained 2.2%, All Weather Alpha Focus gained 3.9%. Global outlook that guides our asset allocation.

Big rebound in equity; everything up except commodities. Performance review of our strategies in November 2023 – All Weather Inflation Guard gained 4.2%, All Weather Strategy gained 6.2%, All Weather Alpha Focus gained 6.4%. Global outlook that guides our asset allocation.

All asset classes except gold fell in October 2023. Performance review of our strategies in October 2023 – All Weather Inflation Guard was down 1.5%, All Weather Strategy was down 2.4%, All Weather Alpha Focus was down 1.9%. Global outlook that guides our asset allocation.

Big drop in both stocks and bonds. Performance review of our strategies in September 2023 – All Weather Inflation Guard was down 1.8%, All Weather Strategy was down 2.4%, All Weather Strategy was down 4.1%. Global outlook that guides our asset allocation.

Only Japan was up; our bond allocations did well. Performance review of our strategies in August 2023 – All Weather Inflation Guard was down 0.2%, All Weather Strategy was down 1.8%, All Weather Alpha Focus was down 1.8%. Global outlook that guides our asset allocation. New weights of our strategies.

Strong commodities and Emerging markets rebound. Performance review of our strategies in July 2023 – All Weather Inflation Guard was up 0.3%. All Weather Strategy was up 1.9%. All Weather Alpha Focus was up 1.5%. Global outlook that guides our asset allocation.

Strong equity rebound; Japan and Tech were the best performers. Performance review of our strategies in June 2023 – All Weather Inflation Guard was up 1.2%, All Weather Strategy was up 2.9%, All Weather Alpha Focus was up 2.3%. Global outlook that guides our asset allocation.