2018 Market Recap

Dubin Wealth Management - Jan 29, 2019
All good things must come to an end. After 9 straight years of gains, the S&P 500 finished down 4.4% in 2018, its first down year since 2008.
  1. All good things must come to an end. After 9 straight years of gains, the S&P 500 finished down 4.4% in 2018, its first down year since 2008.

 

  1. The record run from 2007-2017 thus ends in a tie with 1991-1999 for the longest positive streak in history.

 

  1. As you can see from the last chart below, the S&P 500 had its worst December month on record. In addition, December 2018 was the 11th worst month since 1928.

 

A lot of clients have been asking me what have my team and I been doing with clients that are bringing in new money? My answer is “Alternative Investments”.

Alternative Investments allow investors to participate in and collect market like returns at 6-9% per year, but do not have much correlation to the overall market. That means when the markets fall, these funds tend to stay stable or increase in value. In Canada, where the stock market is heavily concentrated in the financial, materials and energy sectors, having that kind of diversification is critical.

With volatility likely continuing in 2019, liquid Alternative Investments will be a great place to hide and still obtain steady income.

Please feel free to call or email myself or my team if you have any questions on the charts above, or would like some more information on which Alternative Investments we are recommending.

 

All the best in 2019!