global growth & incomeA lot has happened since we introduced our Global Growth & Income ETF Portfolio back in April of this year.

 We have seen an uptick in volatility throughout the financial markets that appears to stem from concerns of a slowing global economy. Instability in emerging markets, especially China, has also been a key component to the recent spike in volatility.

Emerging market equities have underperformed.  U.S. Treasuries have outperformed.  We have updated the ETF Model spreadsheets. Click here to see updated figures on all holdings within the model. Also, download our interactive Excel spreadsheet that allows you to model the number of shares of each asset to purchase dependent on initial total portfolio value.

Parker Evans, CFA, CFP
Book Appointment