bd's blog

Wealth management: August, 2017

Rolling 12 months through August, 2017

  • Cumulative Return: 2.63%
  • Best Return: 3.14% (Mar 2017)
  • Worst Return: -5.58% (Feb 2017)

We continue to have a relatively high exposure to the market and negative beta with an expectation to close the positions soon.

We are still recovering from the February drawdown

Wealth management: July, 2017

Rolling 12 months through July, 2017

  • Cumulative Return: 3.91%
  • Best Return: 3.14% (Mar 2017)
  • Worst Return: -5.58% (Feb 2017)

We continue to have a relatively high exposure to the market and negative beta with an expectation to close the positions soon.

We are still recovering from the February drawdown

Wealth management: June, 2017

Rolling 12 months through June, 2017

  • Cumulative Return: 4.27%
  • Best Return: 3.14% (Mar 2017)
  • Worst Return: -5.58% (Feb 2017)

We continue to have a relatively high exposure to the market and negative beta with an expectation to close the positions soon.

We are still recovering from the February drawdown

Wealth management: May, 2017

Rolling 12 months through May, 2017

  • Cumulative Return: 8.09%
  • Best Return: 3.88% (Jun 2016)
  • Worst Return: -5.58% (Feb 2017)

We continue to have a relatively high exposure to the market and negative beta with an expectation to close the positions soon.

We are still recovering from the February drawdown

Wealth management: April, 2017

Rolling 12 months through April, 2017

  • Cumulative Return: 6.82%
  • Best Return: 3.88% (Jun 2016)
  • Worst Return: -5.58% (Feb 2017)

We continue to have a relatively high exposure to the market and negative beta with an expectation to close the positions soon.

We are still recovering from the February drawdown

Wealth management: March, 2017

Rolling 12 months through March, 2017

  • Cumulative Return: 7.45%
  • Best Return: 3.88% (Jun 2016)
  • Worst Return: -5.58% (Feb 2017)

We continue to have a relatively high exposure to the market and negative beta with an expectation to close the positions soon.

We have recovered part of the February drawdown

Wealth management: January, 2017

Rolling 12 months through January, 2017

  • Cumulative Return: 8.79%
  • Best Return: 3.88% (Jun 2016)
  • Worst Return: -1.09% (Dec 2016)

We continue to have a relatively high exposure to the market and negative beta with an expectation to close the positions soon.

We have underperformed major benchmarks in January

Wealth management: December, 2016

Rolling 12 months through December, 2016
* Cumulative Return: 7.34%
* Best Return: 3.88% (Jun 2016)
* Worst Return: -1.09% (Dec 2016)

We continue to have a relatively high exposure to the market and negative beta with expectation to close the positions soon.

We have lost money in December