The first quarter 2023 investment market returns are in the books. The S&P 500 was up a 7.36%. The international stock markets were up 3.96% ( MSCI EM ) to 8.47% ( MSCI ). The leading indexes for the quarter were growth companies and tech companies. A complete change from 2022! Bonds were also up from 2.76% to 3.57% for the quarter.
What does it all mean? For long term investors, it’s about the importance of having a portfolio that properly diversified among these various markets. Want learn more? Set up your free portfolio second opinion appointment with us. Part of the value of being an E2E client is we proactively communicate and educate: offering quarterly investment performance reviews and market and economic updates with all our investment clients.
