GLOBALT Investments’ Post

After a strong start to the year (10.56% in Q1), the S&P 500 Index has experienced a 5% pullback to start the second quarter. Investors haven't experienced volatility in a few months; therefore, it is important to keep perspective. Raymond James CIO, Larry Adam offers some perspective. ~The S&P 500 had rallied more than 27% since October 27. This uninterrupted rally is uncommon as it is important to appreciate that the equity market does not go up in a straight line. ~Dating back to 1980, the S&P 500 has experienced three to four 5%+ pullbacks on average each year. There have only been two years over that time span during which the market bucked the trend and did not experience a 5% pullback during the year. ~The pullback has been orderly and the spillover effects into other asset classes and the broader market have been limited. For example, we are not seeing a huge flight-to-safety into Treasurys, which typically occurs when the market is concerned about sharp shifts in risk appetite.

This article serves as a great reminder, especially with markets currently at all-time highs. Investing, fundamentally, is about minimizing regret. Some investors regret missing out on significant gains, while others regret participating in substantial losses. For some, every misstep triggers regret. A balanced portfolio offers a straightforward strategy to reduce regret by diversifying, yet it doesn't eliminate it entirely. Lately, investors with diversified portfolios may question why they don't have more invested in stocks. However, eventually, this sentiment may shift, leading them to wish for more bond exposure and regret their stock allocation. Although diversification comes with the constant challenge of regret, the key takeaway is that by spreading investments across different assets, you can mitigate the risk of extreme regret. #Investing #Diversification #FinancialPlanning #CanaccordGenuity #WealthManagement #Markets

2024 is off to a strong start with the S&P 500 posting a 10.6% return in Q1. Our Chief Investment Officer, John Bullman, shares insights on market performance and opportunities in the latest Quarterly Market Update. Read on by clicking below: https://bit.ly/4a4HwWc 💼📈 #Investing #MarketUpdate #Q12024

After a rally across asset classes ended 2023 with a bang, some investors may be asking if it’s too late to start investing. We don’t think so. Believe it or not, investing at an all-time high hasn’t historically led to a meaningful difference in future returns. In fact, over the last 50 or so years, if you invested in the S&P 500 at an all-time high, your investment would have been higher a year later over 70% of the time with a median return of 12%. Investing at any time (including at records and non-records) also hasn’t made all that much of a difference—with a median one-year return of 10.5% over the same time period. All that’s to say, we don’t think investors have “missed it.” Ultimately, investing is about time spent in the market, rather than timing it. #jpmorganprivatebank

After a rally across asset classes ended 2023 with a bang, some investors may be asking if it’s too late to start investing. We don’t think so. Believe it or not, investing at an all-time high hasn’t historically led to a meaningful difference in future returns. In fact, over the last 50 or so years, if you invested in the S&P 500 at an all-time high, your investment would have been higher a year later over 70% of the time with a median return of 12%. Investing at any time (including at records and non-records) also hasn’t made all that much of a difference—with a median one-year return of 10.5% over the same time period. All that’s to say, we don’t think investors have “missed it.” Ultimately, investing is about time spent in the market, rather than timing it. #jpmorganprivatebank

After a rally across asset classes ended 2023 with a bang, some investors may be asking if it’s too late to start investing. We don’t think so. Believe it or not, investing at an all-time high hasn’t historically led to a meaningful difference in future returns. In fact, over the last 50 or so years, if you invested in the S&P 500 at an all-time high, your investment would have been higher a year later over 70% of the time with a median return of 12%. Investing at any time (including at records and non-records) also hasn’t made all that much of a difference—with a median one-year return of 10.5% over the same time period. All that’s to say, we don’t think investors have “missed it.” Ultimately, investing is about time spent in the market, rather than timing it. #jpmorganprivatebank

After a rally across asset classes ended 2023 with a bang, some investors may be asking if it’s too late to start investing. We don’t think so. Believe it or not, investing at an all-time high hasn’t historically led to a meaningful difference in future returns. In fact, over the last 50 or so years, if you invested in the S&P 500 at an all-time high, your investment would have been higher a year later over 70% of the time with a median return of 12%. Investing at any time (including at records and non-records) also hasn’t made all that much of a difference—with a median one-year return of 10.5% over the same time period. All that’s to say, we don’t think investors have “missed it.” Ultimately, investing is about time spent in the market, rather than timing it. #jpmorganprivatebank

After a rally across asset classes ended 2023 with a bang, some investors may be asking if it’s too late to start investing. We don’t think so. Believe it or not, investing at an all-time high hasn’t historically led to a meaningful difference in future returns. In fact, over the last 50 or so years, if you invested in the S&P 500 at an all-time high, your investment would have been higher a year later over 70% of the time with a median return of 12%. Investing at any time (including at records and non-records) also hasn’t made all that much of a difference—with a median one-year return of 10.5% over the same time period. All that’s to say, we don’t think investors have “missed it.” Ultimately, investing is about time spent in the market, rather than timing it. #jpmorganprivatebank

After a rally across asset classes ended 2023 with a bang, some investors may be asking if it’s too late to start investing. We don’t think so. Believe it or not, investing at an all-time high hasn’t historically led to a meaningful difference in future returns. In fact, over the last 50 or so years, if you invested in the S&P 500 at an all-time high, your investment would have been higher a year later over 70% of the time with a median return of 12%. Investing at any time (including at records and non-records) also hasn’t made all that much of a difference—with a median one-year return of 10.5% over the same time period. All that’s to say, we don’t think investors have “missed it.” Ultimately, investing is about time spent in the market, rather than timing it. #jpmorganprivatebank

After a rally across asset classes ended 2023 with a bang, some investors may be asking if it’s too late to start investing. We don’t think so. Believe it or not, investing at an all-time high hasn’t historically led to a meaningful difference in future returns. In fact, over the last 50 or so years, if you invested in the S&P 500 at an all-time high, your investment would have been higher a year later over 70% of the time with a median return of 12%. Investing at any time (including at records and non-records) also hasn’t made all that much of a difference—with a median one-year return of 10.5% over the same time period. All that’s to say, we don’t think investors have “missed it.” Ultimately, investing is about time spent in the market, rather than timing it. #jpmorganprivatebank