Market insight and a highlight of Cabana’s year-to-date performance
Cabana’s six portfolios range from “Conservative” to “Aggressive” and include an income strategy portfolio. Performance is as of market close August 28, 2017 and is presented net of advisory fees and commissions.
All Cabana portfolios were up for the week ranging from +0.52% (Alpha Income) to +1.23% (Aggressive). Markets continue to churn without significant progress in any direction. Seasonality, North Korea and political turmoil act as headwinds to equities. A relatively dovish Federal Reserve, continued earnings growth and hopes of tax reform (no matter how unlikely) act as tailwinds. I will say, we saw a huge bounce in the transportation index following my comments last week. That in conjunction with a notable bounce in copper gives me some hope for another leg up if we can get some legislative help.
Year-to-date net-of-fees performance:
ALPHA INCOME: +3.95%
Performance is presented net of advisory fees and commissions (Conservative – Aggressive is presented net of 3% fees from January 1, 2017 – February 28, 2017 and 2% beginning March 1, 2017; Alpha Income is presented net of 2% fees)
-G. Chadd Mason, CEO
*Performance numbers indicated with (+) for positive return and (-) for negative return.
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All performance returns are presented net-of-fees and include the reinvestment of dividends and capital gains. Benchmark comparisons are presented gross-of-fees.
Past performance may not be indicative of future returns. No current or prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels.
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Historical performance results for investment indexes and/or categories typically do not show the impact of transaction and/or custodial charges or the deduction of an advisory fee, which may decrease historical performance results. There can be no assurances that a strategy will match or exceed its benchmark.
Some performance returns do not represent actual trading using client assets but were achieved through retroactive application of a model designed with the benefit of hindsight. Model returns have inherent limitations. Specifically, these returns do not represent actual trading and may not reflect the impact of material economic and market factors on the adviser’s decision-making if the adviser had actually managed the client’s money during this time frame.
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