Pacific Point - 2023 Year End Review
This week, Pacific Point’s Director of Research Tim Nyland, CFA:
• Reviews the surprises in 2023 and offers perspective on the performance of the broader stock market relative to the Magnificent 7 stocks.
• Discusses the since inception, 2-year cumulative total return of the Stable Earnings™ Core Portfolio versus the S&P 500 Index to illustrate how the Stable Earnings™ portfolios offer superior risk adjusted returns over the long term without the concentration risk and associated volatility of the Information Technology Sector or the likes of the Magnificent 7 stocks.
• Uses the events and trends of 2023 to illustrate why the Pacific Point Stable Earnings™ Portfolios should be the core of your equity allocation.
• If you have specific questions about today’s webinar or the Stable Earnings™ Family of core equity portfolios, please email Tim Nyland at [email protected] or schedule a time to connect https://calendly.com/tnyland/30min.
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This webinar is not an offer to sell securities of any investment fund, a solicitation of offers to buy any such securities, or a solicitation to open a separately managed account with Pacific Point Advisors, LLC (“Pacific Point”). An investment in any strategy involves a high degree of risk. There is the possibility of loss, and all investment involves risk including the loss of principal. Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Pacific Point Advisors, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission. The S&P 500 is an unmanaged index.