July 2023 Market Update
The month of July saw a positive run in the markets. For a nice change of pace, the returns were more spread out this past month instead of being more concentrated in the mega-cap tech names. July Market Performance: July Portfolio Performance: Regarding the previously mentioned market breadth. As a bit of context, in May, […]
June 2023 Market Update
The month of June saw the overall market continue to gain overall. Although we saw a market slump mid-month, we finished all of June on a higher note. June Market Performance: June Portfolio Performance: Looking back over the first half of the year, the big story has been the divergence of returns in the markets, […]
May 2023 Market Update
The month of May saw some interesting market movement. Many securities and companies were down or flat for the month from the fears regarding the US debt ceiling. But as is the case year-to-date (YTD), a small handful of tech names shouldered the load and carried the US economy on their backs. May Market Performance: […]
