Daily Archives: July 9, 2013

Asset Allocation & Rebalancing Review | 9 July 2013

US stocks continue to impress in absolute and relative terms in 2013. For the year so far (through July 9), no other major asset class even comes close. Based on a proxy ETF, the total return for US equities in 2013 is nearly 17%. Using history as a guide, that’s the equivalent of earning nearly twice the long-run performance in six months. Enjoy it while it lasts. At the opposite end of the spectrum: emerging market stocks, which are deeply in the red by almost 14%.

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