2022 was a brutal year for markets, offering few places to hide to novice and professional investors alike. As we transition to 2023, the following questions are top of mind:
A tepid fourth-quarter rally in both stocks and bonds helped cut losses to close out a frustrating year for investors. For the full year, both global stock and investment-grade bond market indices suffered double-digit losses, as stock/bond diversification failed to meaningfully protect portfolios. A traditionally diversified portfolio of 60% stocks
In the spirit of the Holiday Season, Sellwood has made a financial contribution to the Community Transitional School, a non-profit organization that provides homeless and transient children with a stable educational environment that promotes their academic and personal growth.
Ten years ago, Sellwood’s four founders opened the firm’s doors in a little office in Portland. At the time, we had no clients, no track record, and no assets to advise. But what we lacked in resources, we made up for in a strong vision for a different type of
A portfolio’s benchmark is a tool that helps a client (asset owner) perform the essential governance function of monitoring the management of its portfolio. While a good benchmark will make this governance function easier, a bad benchmark will make it more difficult.
