April 23 update on our 3 globally diversified ETF-based model portfolios

Genevieve Signoret

Our Performance

(Data corrected 21 May 2015)

In the past three months, the asset classes in our model portfolios[1] that delivered the highest U.S. dollar returns were Pacific developed market equity (12.0%), European developed market equity (7.0%) and Germany equity (14.5%).

Producing the lowest returns (in dollar terms) were US real estate ‒ (5.9%), US short-term munis (‒0.5%), and Mexico Equity (‒5.9%)

Over the past 12 months, all three of our model portfolios have outperformed their benchmarks:

  • LCN-ST +0.2% (benchmark: 0.0%)
  • LCN-MT +7.7% (benchmark: +6.7%)
  • LCN-LT +7.6% (benchmark: +7.2%)

In peso terms, our 12-month performance was as follows:

  • LCN-ST +17.5% (benchmark +17.4%)
  • LCN-MT +26.6% (benchmark +25.4%)
  • LCN-LT +26.5% (benchmark +26.0%)

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[1] Read descriptions of these portfolios here. Clients receive details on their composition in addition to individualized strategies and portfolio management services. To request more information, please write to patrimonial@transeconomics.com.

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