Coastal Financial Planning

Coastal Financial Planning Newsletter

Each quarter, Angela Thomson gives insights into market trends, shares market observations, reflects on portfolio performance, links to articles she is quoted in, and gets your financial wheels turning with her "question of the quarter".

CFP Newsletter: Mid-Year 2016

I am happy to report, that the mid-year returns were favorable for both actively managed investments positions.

Year to date, the moderately aggressive portfolios came in at 4.33% and the moderately conservative accounts came in at 3.41% after fees.

The moderately aggressive portfolio beat all indices as of this posting. I believe the exposure to the Gold ETF as well as the addition of Apple in many portfolios attributed to the higher rates of return.

The conservative-based portfolios held smaller positions in precious metals and a larger exposure to bonds, but still managed to exceed two of the four major indices.

Please be advised that no two portfolios are alike and the above figures are representative of composite investments by risk class.

In this issue:

CFP Newsletter: Mid-Year 2015

This has been a difficult year in the market; however: this quarter's returns were favorable, although slight.

Year to date, the moderately conservative portfolios came in at .25% and the moderately aggressive accounts came in at .8%. I believe the moderately aggressive portfolios were higher, due to equity market exposure. Although no one sector performed particularly well, these portfolios had a reduced exposure to bonds, and as a result did fare slightly better.

Please be advised that the figures above are for general information purposes and that no two portfolios are identical. Additionally, risk and time horizon are specific to each individual.

In this issue:

CFP Newsletter: 1st Quarter 2014

I am happy to report, that this quarter's returns were favorable. Year to date, the moderately conservative portfolios came in at 0.9% and the moderately aggressive accounts came in at 2.1%.

Although these numbers are not as resounding as in the past, they are positive as compared to the negative returns generated from both the DOW and NASDAQ, and are in line with both the S&P and NYSE.

Please be advised that the figures above are for general information purposes and that no two portfolios are identical. Additionally, risk and time horizon are specific to each individual.

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