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Writer's pictureTim

September Chart of the Month

Updated: Nov 18, 2019

As many of you know, the developed Europe stock index (represented by the EFA etf in our example) has dramatically underperformed our S & P 500 index since 2010.


Anyone who has chosen to hold investments in these funds as part of a diversified portfolio can readily attest to this fact.


But 10 years of underperformance has peaked my attention. Maybe this divergence will last forever? I will take my grandfather’s advice: “Remember Tim, throughout history the pendulum always swings”.

And we will look to be ready when it does.


Source: Worden TC2000 v. 17 [Computer Software]. (2019). Retrieved from TC2000 database.


 

The opinions expressed in this commentary are those of the author and may not necessarily reflect those held Twin Gryphon Advisors, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results.


Investment advisory services offered through Twin Gryphon Advisors, LLC, a registered investment advisor.


The material is for informational purposes only. It represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events or a guarantee of future results. It does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The indices mentioned are unmanaged and cannot be directly invested into. Past performance does not guarantee future results. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the US stock market.

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