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Asset Allocation: Where have we been?

Highcroft Wealth Shield has preserved capital during the bear market.

Gerald Asplund 12/6/22 Gerald Asplund 12/6/22

Broadly Diversifed Index of US Stocks Flat Between 1998 and 2022

Looking at the Value Line Geometric Average one could argue that U.S. stocks have struggled to provide returns.

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Upon closer examination high quality categories of the market have struggled.

Gerald Asplund 6/20/21 Gerald Asplund 6/20/21

In an effort to control inflation central banks are coordinating their policies

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Technology is in a bear trend in multiple categories.

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Highcroft’s Wealth Shield discipline helps to prevent capital losses.

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As the investment landscape changes we made adjustments to client accounts

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European stocks provide an opportunity to invest at more reasonable valuations.

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The major U.S. stock market indices are flat or rolling over into a bear trend.