MODEL PORTFOLIO UPDATE, May 2016

The Latest Model Portfolio Update as per End of May 2016

This update covers the period between January 1, 2016 to end of May 2016.

January and February 2016 was a bad month for equities. Since January 1, to mid-February
  • The global equity fund declined -17%.
  • The maximum drawdown in the global balanced fund was <4%, remaining below the starting level during the period.
Our Model Portfolio outperformed by a big margin:
  1. ... switched to safety (cash and bond funds) early in December 2015, so no negative figures for January. 
  2. ...
For more detail, go to the page "MODEL PORTFOLIO"

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