High-Q | Performance – Q2 2022
Overall, High-Q generated a smaller loss and other wins compared to its benchmark.
Incertus ETF | Performance – Q2 2022
Overall, Incertus ETF generated a nearly even loss and other wins compared to its benchmarks.
Incertus | Performance – Q2 2022
Overall, Incertus generated a smaller loss and other wins compared to its benchmarks.
Core Plus | Performance – Q2 2022
Overall, the Core Plus Portfolios generated smaller losses and other wins compared to its benchmarks.
Market Update | Interest Rates Increases and Inflation – Q2 2022 Recapped
The second quarter of 2022 saw significant declines in both equity and bond markets. Interest rate increases and inflation are largely to blame.
Core Plus, High-Q 50/50 | Portfolio Trade
High CPI and rising interest rates led us to take a more defensive position. We are selling the remaining position in mortgage-backed securities to buy a US Treasury Bond ETF.
High-Q | Performance – May 2022
High-Q has outperformed its benchmark, the S&P 500, by 12.98% from the start of 2022 through 5/31/22.
Review Portfolio Performance
New literature is now available.
Helping Your Investment Journey
When the markets feel trying, here are a few things you can do to help your investment journey.
High-Q | Performance – April 2022
High-Q had substantial outperformance during April compared to its benchmark, the S&P 500.