YTD Asset Class Scoreboard

YTD Asset Class Scoreboard by Attain Capital

Well that was a lot of red in July, with all of the asset classes we track showing negative performance behind stock markets’ first losing month in the past six.  The big loser, commodities, which fell over 5% as energy markets sold off and the big sell off in grains through the month of July, making Commodities the only asset class negative on the year.

YTD Asset Class Scoreboard 2

Morningstar Investment Conference: Using Annuities In A Portfolio For Added Stability

portfolioOver the past decade, annuities have fallen out of favor with investors. These retirement products became popular in the US during the Great Depression when potential retirees were looking for a secure income stream that would be unaffected by stock market volatility. Q2 2020 hedge fund letters, conferences and more If you’re looking for value Read More


(Disclaimer: past performance is not necessarily indicative of future results)
Source: All ETF performance data from Morningstar.com
Sources: Managed Futures = Newedge CTA Index, Cash = 13 week T-Bill rate
Bonds = Vanguard Total Bond Market ETF (NYSEARCA:BND),
Hedge Funds= IQ Hedge Multi-Strategy Tracker (ETF) (NYSEARCA:QAI)
Commodities = iShares GSCI ETF (GSG); Real Estate = iShares Dow Jones US Real Estate (ETF) (NYSEARCA:IYR);
World Stocks = iShares MSCI ACWI ex US Index Fund (ETF) (NASDAQ:ACWX);
US Stocks = SPDR S&P 500 ETF Trust (NYSEARCA:SPY)

“The Managed Futures Blog is a compilation of thoughts, research, attempts at humor, and more from the team at Attain Capital Management (“Attain”). Attain pairs high net worth individuals, RIA’s, and institutional investors with alternative investments in commodities, managed futures, and global macro strategies through privately offered funds and managed accounts. Click here to sign up for their insight and analysis.”