Happy start to the 2nd quarter of 2021! What performed best in the first quarter?

We hope you had a great Easter weekend! It’s the start of the second quarter of the year. In the first quarter of 2021, the leading performing segment was small companies (the index is the Russell 2000) or as we call it small cap stocks. It was up 12.7% for the first three months of 2021. (see J.P. Morgan info)

Does your investment allocation own small cap stocks? You should! Our clients have between 4% to 12% allocated to Small Cap stocks. Not sure? We offer a free portfolio comparison. Send us an email and we will send you instructions.

ARE YOU READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?

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We Support the GDA

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We Support the GDA