Apr 12, 2019 | Quarterly Reviews
2019 First Quarter Review and Outlook Save as PDF The first quarter of 2019 has started out well with the equity markets rebounding from their 2018 loss. For the first quarter the S&P 500 Index returned 13.65%. The strong return was powered by a price to earnings...
Jan 11, 2019 | Quarterly Reviews
2018 Investment Review and 2019 Outlook Save as PDF In 2018, the bull market’s nine-year stretch ended. The S&P 500 Index finished 2018 down 4.38%. The negative return was driven by a 13.52% decrease in the fourth quarter. The final earnings for the S&P 500...
Oct 8, 2018 | Quarterly Reviews
2018 Third Quarter Review and Outlook Save as PDF A strong economy continues to overshadow trade tariffs and turmoil in Washington. For the United States, Gross Domestic Product (GDP) growth was a very strong 4.2% in the second quarter. However, earnings for the...
Jul 11, 2018 | Quarterly Reviews
2018 First Half Review and Outlook Save as PDF The eight-year bull market was barely extended in the first half of 2018. Virtue Asset Management continues to recommend that investors maintain their stock exposure at the lower end of their target range. For the full...
Apr 6, 2018 | Quarterly Reviews
2018 First Quarter Review Save as PDF At Virtue Asset Management, we believe that the first quarter of 2018 introduced us to stock market vigilantes who are selling the stock market to try and influence the decisions of President Trump and the US Government. These...
Jan 5, 2018 | Quarterly Reviews
2017 Investment Review and 2018 Outlook Save as PDF In 2017, the bull market in stocks continued for a ninth year. The S&P 500 Index returned 21.83% for the year. The increase in stock prices was driven by higher earnings and a price to earnings (P/E) multiple...
