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April 1, 2024
April 2024 Newsletter
Additional Documents
Investors enjoyed a solid Q1 2024, and we are happy to report our portfolios have generally outpaced benchmarks so far this year. The S&P500 ETF (SPY) climbed +3.3% in March.
Globally, the All-Country World ETF (ACWI) was also up +3.3%. Cash (SWVXX) grew by +0.4% while the aggregate bond ETF (AGG) gained +0.9%. In other words, March was a strong month across the board.
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