Blog
We personally author periodic letters and presentations to our clients to provide an update on how we are managing their portfolios, our view on economic conditions, and important updates on financial planning topics. We post some of that content to this blog for public viewing. We hope you find the content useful.
Q4 2020 – Pandemic + Unrest = Booming Stock Market? Market Review Market Review The country is now slowly emerging from the shelter at home orders. Like most people, I’m tired of it. I miss my friends, some of whom are moving away soon. This virus is robbing me of the opportunity to spend time with them, which I will never get back. I miss my family. I’ve missed birthdays, graduations, reunions and planned vacations. I miss m I hope this letter finds you physically and mentally healthy. We have passed the initial shock of pandemic fears, financial panic and our social world being turned upside down. However, the battle continues and the effects of isolation from shelter-in-place are cumulative with time. In my last letter I advised you not to kill the sheep, but instead to keep it fed and alive, so that we can shear the profits in a recovery. While I have been exceptionally busy on the phone and through emails, talking through portfolio strategy, I have not had one client (yet) instruct me to kill the sheep and sell out of stocks. This fact gives me great joy! You are no doubt consuming the news like drinking from a fire hose. It is good to stay informed. However, I recommend taking frequent breaks and remembering the importance of walking outside and feeling the sun as often as is feasible. While we are learning what social distance rules to live by, we are fortunate in our ability to still interact with nature and stay connected thFourth Quarter 2020 - Pandemic + Unrest = Booming Stock Market?
Submitted by Alsworth Capital Management, LLC on January 25th, 2021
October 25, 2020 - Elections & Quarantine Bubbles
Submitted by Alsworth Capital Management, LLC on October 27th, 2020
ACM Investor Presentation Q3 2020
Submitted by Alsworth Capital Management, LLC on October 26th, 2020
Second Quarter 2020 Investor Presentation
Submitted by Alsworth Capital Management, LLC on September 15th, 2020
July 23, 2020 – Back to School & The Markets
Submitted by Alsworth Capital Management, LLC on July 23rd, 2020
May 29, 2020 – Keeping the Sheep in the Pasture
Submitted by Alsworth Capital Management, LLC on June 8th, 2020
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May 4, 2020 - Face Masks for the Sheep
Submitted by Alsworth Capital Management, LLC on May 6th, 2020
April 7, 2020 – Mind the Shepherd
Submitted by Alsworth Capital Management, LLC on April 29th, 2020
March 16, 2020 - Shear the Sheep or Skin the Sheep?
Submitted by Alsworth Capital Management, LLC on March 16th, 2020
