2018 – BFG Q2 Webinar “Equity Market Divergence with Tariff Headlines”
2nd Quarter Market Recap
2 nd Quarter Divergence 2 nd QTR YTD 2017 Stock Markets Domestic Large Cap Equity Index 1 3.43% 2.65% 21.83% Domestic Small Cap Equity Index 2 7.75% 7.66% 14.65% International Developed Equity Index 3 -1.07% -2.75% 25.03% International Emerging Market Equity Index 4 -7.96% -6.66% 37.28% 2 nd QTR YTD 2017 Bond & Commodity Markets U.S. Bonds Index 5 -0.16% -1.62% 3.54% Commodity Index 6 0.40% 0.00% 1.70% 1 S&P 500 Index, 2 Russell 2000 Index, 3 MSCI EAFE Index, 4 MSCI Emerging Markets Index, 5 Barclays Capital U.S. Aggregate Bond Index, 6 Bloomberg Commodity Index
BFG Portfolio Tactical Positions Overweights Underweight Equities Bonds U.S. Equities International Equities Technology Utilities Financials Telecom Healthcare & Biotech Consumer Staples Online Retailers Value Small Caps Growth
Trade Wars Heating Up
Trade War – Less at Risk
Trade War – Most at Risk
Global Trade Being Impacted
Impact of the Fed Raising Interest Rates
The Yield Curving Flattening over the Past 5 years
When to worry about a Flattening Yield Curve
What’s Driving the Flatter Yield Curve
The Role of Fixed Income
Is The Bull Market in Place
Valuations Remain Reasonable
GDP Growth on the Rise
Wage Growth Usually Hits 4% before Downturn
Strong Consumer Demand
U.S. Growth Not Driven by Buybacks
Global Equity Valuations Look Good
Earnings on the Rise
Foreign Equities & Currency Impact
Foreign Equities & Currency Impact
Global Equity Considerations
Global Equity Considerations
Disclosure Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Bouchey Financial Group, Ltd.), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Bouchey Financial Group, Ltd.. Please remember to contact Bouchey Financial Group, Ltd., in writing , if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. Bouchey Financial Group, Ltd. is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of the Bouchey Financial Group, Ltd.’s current written disclosure statement discussing our advisory services and fees is available for review upon request.
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