All-Time Highs: Are Investors Bailing Early?
Back in October we published an article illustrating how at the absolute market lows in 2009, investors continued selling out of equities and into record levels of money market funds.
Back in October we published an article illustrating how at the absolute market lows in 2009, investors continued selling out of equities and into record levels of money market funds.
Check out ZEGA's latest performance numbers.
This week as the S&P 500 Index again peaked its head above the 3000 level, I received a question about whether they should sell their stocks due to all the talk about potential recessions. I’ve said before many times, predictions of a recessions beginning and end, and most importantly have been flawed and often wrong.
As the 3rd quarter is in the books it is once again time to look at our Hedged Equity Comparison peer review. The table above illustrates the performance for ZEGA’s Buy and Hedge Retirement Strategy against similar strategies in the space.
Download a PDF version of ZEGA's September performance numbers.
ZEGA recently switched GIPS verification services and reorganized our composite structure. As a result, we have updated on our website and the results can be found on our product pages.