Dear Clients, Friends and Colleagues,
Below please find the Aggregate Performance Numbers for the 3 Models that we offer as of the end of Q2 on 6/30/18:
Conservative “Total Return Income” Model since 8/1/17, +0.49%: (Broad US Markets VLGI in Gray, +5.56%)
Moderate “Global Opportunity” Model since 8/1/17. +1.58%: (Broad US Markets VLGI in Gray, +5.56%)
Contrarian “Long/Short All Weather” Model since 8/1/17, -6.40%: (Broad US Markets VLGI in Gray, +5.56%)
These performance numbers are the Aggregate Average of all accounts in each Fund Model. Depending on your personal account values and therefore possible small differences in position weightings, your personal performance could be a little more or less than the averages listed above.
This has been a very volatile and uncertain market so far this year as I am sure you are fully aware. Please follow my LinkedIn postings and archived profile activity for regular updates showing visual graphs with short and precise descriptions of what is going on.
As of August 1st we started running 2 new Models which are a “100% US Equities Fund” and a “100% International Equities Fund”. Given how overvalued markets are around the world and the expected slowdown and ultimate recession to come, I am not recommending that anyone should invest in these funds at the moment. Simply know that they are now available if you should ever want to change your account into either of them in the future.
Please reach out to me with any questions or concerns.
Chief Investment Officer
HK Wealth Management, Inc.
Past performance does not guarantee future results. All investments carry some degree of risk.
The Answer is: YES!