Updated: Jan 1, 2021
SUMMARY. Below is our 2020 review at a high level which centered on the assumption of Covid-19 drags on the economy being temporary and then selecting the assets that would benefit as fears wanned.
INVESTMENT IMPACT. At a high level 2020 has turned into a stock pickers market as well as massive rotation initially into growth stocks then value. We shall see if 2021 follow suit or not. As always, before the beginning of every year, review your advisor's Investment Framework or broad assumptions for the coming year as that may determine performance of any one stock sector, markets and your individual portfolio.
Our model portfolio performance has been updated on our website as of 11/30/20.
For more insights see our website and disclosures found there at BCA. As always contact us for further explanation of how these events can affect your finances. To unsubscribe from our newsletters & website please email us with "unsubscribe" in the subject.