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As mentioned in our Q2 Newsletter posted last week, #3 spot on the Asset Scale, International equities, had a strong Q1 bounce back resulting in challenging Bonds/Fixed Income for the #2 spot.  As you may recall, Bonds dethroned International from the #2 spot, mid-December 2014, after an almost 2 year reign in the #2 position.  Well, as of this week, Bonds have too, been dethroned.  International equities, yet again, has regained its #2 spot on the Asset Scale.

So what now?  Thankfully, we didn’t “throw out the baby with the bath water” in December when International slid to the #3 position.  We held a 6-10% position, and that has helped returns, slightly.  As a result of this week’s change, we have increased that exposure to 9-15% across all portfolios (still an underweight postion percentage).  As we get further confirmation of the widening of the gap between the #2 and #3 Asset Scale positions, we would look to increase our International exposure to as high as 35% in some models/accounts.

Our diversified International focus, as of today—which, as you know, changes quickly, includes the following regions/countries:

  • Emerging Asia Pacific
  • Developed and Emerging European regions
  • European Small caps
  • China
  • Russia

Our International models performance YTD:

  • Globe Trotters:   11.84%
  • International:    11.86%

Contact us if you have any questions!  Just remember:  We’ve got you managed.

As always, thank you for your feedback as we try to keep you updated on the market and your investment portfolios.



P.S. Want to know more? Click here to email Cokie!