A very strong first quarter has resulted in double digit gains for our portfolios. Led by a recovery on Wall Street and an expectation that interest rates could possibly fall, our income portfolio has returned more than 11.5%.
In the third review for 2019, we look at how our income and growth portfolios performed in March.
The purpose of these portfolios is to demonstrate an approach to portfolio construction. As the rule sets applied are of critical importance, we provide a quick recap on these.