Q2 2024 in Review

In the second quarter of 2024, the market's robust performance exceeded expectations, driven by a handful of technology stocks. This short video featuring Tim Nyland provides an in-depth overview of our market perspectives and portfolio strategies for the second quarter of 2024.

This week, Pacific Point’s Director of Research Tim Nyland, CFA:

Reviews the narrowing performance concentration during Q2 of 2024 and offers perspective on the performance of the broader stock market relative to the Magnificent 7 and the Fabulous 4 stocks.
Discusses the YTD and since inception, net total return of the Stable Earnings^™ Core Portfolio versus the S&P 500 Index and the S&P 500 Equal Weighted Index to illustrate how the Stable Earnings^™ portfolios offer superior risk adjusted returns over the long term without the concentration risk and associated volatility of the Information Technology Sector or the likes of the Magnificent 7 and the Fabulous 4 stocks.
Uses the relative valuation trends of 2023/2024 to illustrate why the Pacific Point Stable Earnings^™ Portfolios should be the core of your equity allocation.
If you have specific questions about today’s webinar or the Stable Earnings^™ Family of core equity portfolios, please email Tim Nyland at [email protected] or schedule a time to connect https://calendly.com/tnyland/30min.