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2022 is finally behind us. The public markets have started strong so far into 2023. Has that affected 9M Investments' private investment? No, and it really shouldn't, the whole purpose is to have that non-correlated piece in your portfolio.
Friday Flows: Hello treasuries. If you happen to a run an ultra-short or short treasury ETF/Mutual fund last week, you saw flows that you've maybe never seen. And it wasn't just equities to treasuries, it was from bond funds to treasuries too.
What are Structured Notes? How do they fit in my portfolio? Today's video will breakdown how a growth note works and explain how they my help your portfolio.
Friday Flows: Investors were moving dollars to equities over the last week. Fixed income wasn't completely out of the picture. But equities took in the lion's share, with international equities being a big focus.
Friday Flows: Investors were not very sure of themselves this week. As it was the lightest flows week of the year so far. Equities were preferred over fixed income, but not by wide margins.
Friday Flows: Equities have returned in ETF flows over the last couple of weeks. After fixed income took in the lion's share of the flows over the first few weeks of the year. Investors are feeling frisky again.
2022 was a rough year in the public markets. The private REIT and private credit space gave my client's portfolios the non-correlated performance boost they needed. BREIT was positive in December and finished up 8.44% in 2022. Nuveen's GCR had it's worst month of the year, but finished up 7.9% on the year. BCRED was up again in December and was up 3.6% overall in 2022.
Does a roth conversion make sense for my financial plan? What are the advantages? What could go wrong? Like almost everything in financial planning, it's depends on your situation.