Some of you we have known and worked with at SoHo for over 20+ years. In that time you have learned one thing...we never follow the crowds. PERIOD.
That mission has allowed us to navigate you through debt crises, sovereign defaults, wars, dot-com busts, mortgage busts, and Great Recessions.
Now as you read the press it is hard not to be depressed. Markets are selling off, ebola, Gaza, Ukraine, Malaysian airlines, etc. What is their to be "happy" about?
As the Rothschilds used to say, you invest when there is blood in the streets. Tragically, that is certainly the case today.
This is the time of the year (we only do this 4x per year!) when we re-balance. In other words, we take a look at your portfolio and decide whether or not to re-allocate your portfolio back to your target weightings. As part of that, we will be recommending that you re-visit your equity allocations. Our SoHo model portfolios have continued to do exactly what we have constructed them to do in times like this. For an overview of what they achieved as of last quarter, please click here.
Our team will be reaching out to you to meet and discuss your portfolio. To contact us, just click here.