Intelligent Index Review, First Quarter 2016

Intelligent Index Review, First Quarter 2016

An unexpectedly strong March rally allowed the U.S. equity markets to recover from double digit losses earlier in the year and finish marginally positive. For the quarter, the benchmark S&P 500 gained 1.35% while the Intelligent Index Model Portfolio advanced...
Intelligent Index Review, First Quarter 2016

Intelligent Index Review 4th Qtr 2015

Despite the long anticipated FOMC decision to raise interest rates and the increase in volatility that returned in earnest during the fourth quarter, the S&P 500 managed to gain 7% for the quarter and finish the year marginally positive. The Intelligent Index...