Warburton Capital Management

Solutions for your wealth management needs in Tulsa.

Quarterly Market Report – 2016 – Q3

By Warburton Capital | October 25, 2016 | 0 Comment

Global Diversification

The ‘Markets’ are always interesting!

As a recap of interesting developments in 2016-Q3 we offer the downloadable link below.

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a quarterly topic – in this particular case the quarterly topic is Presidential Elections And The Stock Market – a subject we covered in a recent missive.

The Executive Summary is pretty simple:

  • Winners = US Stocks, International Stocks, Emerging Markets Stocks (Emerging was the big winner up 9.03% for the Quarter), US Bonds and Foreign Bonds
  • Loser = REIT’s

For those of you looking for a more granular analysis, the Best Market in the World last Quarter was Austria which was up 16.01%.  The Big Loser was the Egyptian Market which was down 15.73%.

We find the information in this report to be interesting and hope you will enjoy it.

That said, we – Quarter After Quarter – stand by our advice being “Build A Purposeful Plan That Will Achieve Your Goals, Put The Plan In Place And Spend Your Time Indulging Your Personal Goals While Jim Cramer Babbles On Incessantly With His Forecasts And Speculations”.

As a recap of interesting developments in 2016-Q3 we offer the downloadable link below:

Please Find the Full Quarterly Market Report Here: Quarterly Market Review – 2016-Q3

Purposefully Yours,

 

Mark Morley, CFP(R)

President,

Warburton Capital Management

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