2018 Quarter 1 Review: Total Return ETF Strategy

2018 Quarter 1 Review: Total Return ETF Strategy

2018 Quarter 1 Review: Total Return ETF Strategy Commentary Depending on what news headline caught your attention—fear of inflation, rising bond yields, rich valuations, the potential for US Federal Reserve (Fed) policy mistakes, presidential cabinet turnover and protectionist trade policies in the United States, together with doubts surrounding the ability of technology companies to lead […]

2017 Quarter 4 Review: Total Return ETF Portfolio

2017 Quarter 4 Review: Total Return ETF Portfolio

2017 Quarter 4 Review: Total Return ETF Portfolio Description The NewSquare Total Return ETF Portfolio is a global multi‐sector fixed income strategy that may incorporate limited amounts of equity and alternative asset classes. The strategy seeks both income and appreciation. This portfolio is an extension of the NewSquare Macro Series — managed by the same […]

2017 Quarter 3 Review: Total Return ETF Portfolio

2017 Quarter 3 Review: Total Return ETF Portfolio

2017 Quarter 3 Review: Total Return ETF Portfolio Description The NewSquare Total Return ETF Portfolio is a global multi‐sector fixed income strategy that may incorporate limited amounts of equity and alternative asset classes. The strategy seeks both income and appreciation. This portfolio is an extension of the NewSquare Macro Series — managed by the same […]

2017 Quarter 2 Review: Total Return ETF Portfolio

2017 Quarter 2 Review: Total Return ETF Portfolio

2017 Quarter 2 Review: Total Return ETF Portfolio Description The NewSquare Total Return ETF Portfolio is a global multi‐sector fixed income strategy that may incorporate limited amounts of equity and alternative asset classes. The strategy seeks both income and appreciation. This portfolio is an extension of the NewSquare Macro Series — managed by the same […]

2017 Quarter 1 Review: Total Return ETF Portfolio

2017 Quarter 1 Review: Total Return ETF Portfolio

2017 Quarter 1 Review: Total Return ETF Portfolio Fourth Quarter Summary and Commentary The first quarter began with a continuation of the “Trump Trade” as stock prices rose to all-time highs on investor hopes for tax reform, infrastructure spending, and deregulation. The S&P 500 Index had its biggest quarterly gain since the end of 2015. However, […]

2016 Quarter 3 Review: Total Return ETF

2016 Quarter 3 Review: Total Return ETF

2016 Quarter 3 Review: Total Return ETF The risk-on trade continued during the third quarter helping to push the S&P 500, Dow, and NASDAQ indices to record highs lifting investor optimism that the seven-year bull market could continue despite uncertainty regarding future Federal Reserve interest rate hikes, weak global growth, Brexit (the British exit from the […]

2016 Quarter 2 Review: Total Return ETF

2016 Quarter 2 Review: Total Return ETF

2016 Quarter 2 Review: Total Return ETF The rebound in stock prices that began near the end of the first quarter continued for much of the second quarter until the June 23rd Brexit (the British exit from the European Union) vote.    In the two trading days following the vote, stocks sold off swiftly, but then rallied back to close the quarter […]

2016 Quarter 1 Review: Total Return ETF

2016 Quarter 1 Review: Total Return ETF

2016 Quarter 1 Review: Total Return ETF High-grade bonds had an unusually good quarter. Rising in the first six weeks of 2016 as the equity markets corrected sharply, they largely held onto those gains through the remainder of the quarter.  There are a few reasons for this. Click link to read more… NOTES-Total Return ETF_1Q2016

2015 Year in Review: Total Return ETF

2015 Year in Review: Total Return ETF

2015 Year in Review: Total Return ETF The NewSquare Total Return ETF Portfolio is a global multi-sector fixed income strategy that may incorporate limited amounts of equity and alternative asset classes. The strategy seeks both income and appreciation. This portfolio is an extension of the NewSquare Macro Series — managed by the same seasoned manager and […]