The ValueAligned Model portfolio (VAP) was up +22.8% in 2021, while the S&P 500 Index was up +28.1%, including dividends reinvested into the index. In the first three weeks of this year the VAP is down -7.6% while the S&P 500 is down -7.7%. On January 11, we...
Irrational Exuberance Speech 25 Years Ago
The stock market is up 6x since the "Irrational Exuberance Speech." The ValueAligned Model portfolio (VAP) is up +23.0% as of Wednesday, December 29, 2021, while the S&P 500 Index is up +29.4%. That includes all dividends reinvested into the index and the VAP We...
Key Financial Deadlines For 1Q 2022
Do you know what days the market closes for 2022? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end? Each year brings with it a host of new dates, deadlines, and observances to track. But I like...
Advisors warn that stock market fear costs people retirement income
The stock market goes down within a year on average about -14% - every year. But still fear spikes with every little decline that seems nasty. [video width="1280" height="720"...
Inflation’s Back—And That’s Why We Own Stocks
At the close on Friday, the NASDAQ Composite Index was down -6.1% and the S&P 500 was down -3.5%, from their recent record highs. The 10-year Treasury yield, which was 1.67% as recently as the week of Thanksgiving, was yielding 1.35% at the close on Friday. Oil...
How Would A 20% Market Decline Affect You?
Investment Advisors Make An Appointment Happy Thanksgiving Happy Thanksgiving to you and your family. We all have much to be thankful for. Twenty-one months after COVID-19 led to lockdowns across the United States, vaccines are now widely available. Additionally,...
The ‘Seemingly’ Unstoppable Bull Market
The ValueAligned Model Portfolio ("VAP") is up +15.8% for 2021 as of Wednesday, September 8th. The S&P 500 Index is up +21.4%. Please see the disclosures at the end of this letter or on our website www.valuealigned.com. We lowered our exposure to stocks in...
-14% Corrections Happens Every Year
Wall Street has the Mondays today. The Dow Jones Industrials Average (DJIA), the stock market, was down over 600 points, or -1.8%, as investors worry about the unfolding real estate situation in China.The Chinese real estate company Evergrande is on the verge of...
Mid Year Report
As America continued to recover from the COVID-19 pandemic in the first half of 2021, the U.S. economy and the stock markets made significant progress.The ValueAligned Model Portfolio ("VAP") is up +16.10% for 2021 as of Friday July 2, 2021. The S&P 500 Index is...
Four Reasons The Future Looks Bright For The Bulls
“I look to the future because that’s where I’m going to spend the rest of my life.” —George Burns The stock market is now up more than 11% in 2021, but we could have a normal 15% or so drop at anytime. Here are four bullish statistics that Ryan Detrick, chief market...