In: Monthly Report
From Cokie’s Desk — Market Update! May 2023
- May 15, 2023
- Monthly ReportUncategorized
The most material development YTD is the unfortunate move of Commodities back into the #2 spot on the Asset Scale line-up....
Its 4/11 and time to 4-1-1! Welcome BACK.
- April 11, 2023
- Alphavest Quarterly NewsletterMonthly Report
From the client’s mouth…“You’re a ROCKSTAR–I’m so lucky to have you in my life.”-Alphavest client and Perfect Day Advocate, JB, Mt....
The Bear is Here . . . . Yet, gains to be had?
- June 17, 2022
- Monthly ReportUncategorized
A whole lot of data for you today — Equities remain in the #2 spot amongst asset classes, yet find a...
We Are Still in a Bull Market
- May 20, 2022
- MarketsMonthly ReportUncategorized
Equities remain in the #2 spot amongst asset classes and despite yesterday’s sell-off, the NYSE Bullish Percent (NYSEBP) is offering a...
Wealth Enhancement & Preservation — Monthly Portfolio Update
- March 18, 2021
- Monthly ReportUncategorized
All Weather Status: Score 40 out of 40 The All Weather portfolio was in the Aggressive allocation during February. The All Weather Moderate portfolio...