Category: Market commentary

Luft Financial model portfolio updates help you understand the complexity of your assets, better manage them & develop successful investment strategies. Click here to view our latest model portfolio update.

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Market & Economic Environment:  December capped the worst year for global equities since 2008, as the S&P 500 and Dow Jones Industrial Average plunged 9.2% and 8.7% respectively for their biggest declines in that month since 1931. With November’s gains only providing a temporary respite from the broad selloff that commenced in October, most major […]

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Investors will doubtless be glad to see the back of 2018, a year when nothing seemed to work – stocks, bonds, commodities, preferred shares. Almost every asset class finished in the red for the year, in sharp contrast to 2017, when most investments generated sizeable returns amid record-low volatility. Click here to read our latest market […]

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Upside /downside capture ratios indicates by how much a portfolio or fund has outperformed its benchmark during periods of market strength and weakness respectively. An upside capture ratio of over 100 indicates that the fund generally outperformed the benchmark during positive market periods, while a downside capture ratio of less than 100 indicates that the […]

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Luft Financial model portfolio updates help you understand the complexity of your assets, better manage them & develop successful investment strategies.

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As long-term investors, we have learnt that it pays to stick to your investment plan and not get swayed by market volatility or negative headlines.

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