2022 Stock Returns.pdf

Quarterly-Letter-Q4-2022-Claret-Asset-Management.pdf
Preview of 2022 Stock Returns
🔗 Source: claret.ca
📊 Size: 3.09 MB
👤 Author: Claret
⬇️ Downloads: 78

Summary

2022 was a dismal year for stock market returns, ranking as the 7th worst year since the 1920s, with the bond market also experiencing one of its worst years in history. A typical balanced portfolio was down over 16% in 2022, making it the third-worst year since the Great Depression. The performance was negatively affected by a lack of resource companies and an overweight in smaller cap companies. The outlook for 2023 is uncertain, with the possibility of a recession, but the focus should be on long-term investing and finding properly valued companies that can withstand market fluctuations.

Description

2022 was a dismal year for stock market returns, ranking as the 7th worst year since the 1920s, with the bond market also experiencing one of its worst years...

Technical Information

  • File Format: PDF
  • File Size: 3.09 MB
  • Pages: 7
  • Language: EN
  • Author: Claret
  • Total Downloads: 78
  • Last Updated: 1 month ago

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