Archives July 3, 2017

Why MoneyGeek's Portfolios Don't Include XRB or ZRR

Last update on July 3, 2017.

Image Credit: ahmetemre / Shutterstock.com

 

At the beginning of every month, I brief members on how MoneyGeek's Regular portfolios have performed and comment on the state of the financial markets. In this update, I’ll also explain why I’ve decided not to include real return bonds in MoneyGeek’s model portfolios.

 

June Performance of Regular Portfolios

The performance of MoneyGeek's Regular portfolios for the month of June 2017 were as follows:

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

-3.1%

+19.4%

+77.4%

Balanced

-2.9%

+17.2%

+64.5%

Slightly Conservative ...

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