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June 1, 2024

June 2024 Newsletter

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Despite a deluge of alarming and contentious news, markets bloomed in May.  The S&P500 ETF (SPY) gained +5.1%, All country world ETF (ACWI) was up +4.6%, and Aggregate Bond ETF (AGG) earned +1.7%. Once again, we are happy to report that our portfolios also enjoyed strong gains (see page 2 of the newsletter). 


Trailing 1-year and 5-year gains are impressive, reflecting the value of maintaining one’s composure through periodic pullbacks, corrections and cyclical bear markets.

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