Q3 Year to Date Returns

Overall, it’s been a slow year for diversified portfolios. Moderately allocated portfolio’s are averaging 3.15% for the year. The highest returns this year are coming from small cap growth funds. That style of investment is very aggressive. In 2008, the index fell 40.32%.

From a financial advisor’s perspective, diversification always means having to say you’re sorry. It’s impossible to foresee next years top performers and timing the market is rarely a successful strategy. While diversification cannot eliminate market losses, it reduces volatility in investment portfolios. By reducing the impact of short term changes in the market, clients are far more likely to stick with the long term strategy an advisor recommends.

Year to date Q3 investment return 2018

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