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Here is a quick summary of how client’s were positioned in 2018, and what worked and what didnt:Microsoft (NASDAQ:MSFT) remains client’s largest position and has been...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1013 | 1051 | 1107 | 1126 | 1286 |
Fund Return | 5.1% | 1.33% | 5.1% | 3.45% | 2.4% | 2.55% |
Place in category | 196 | 58 | 196 | 75 | 125 | 78 |
% in Category | 68 | 23 | 68 | 30 | 56 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.09B | 2.25 | -1.68 | 1.79 | ||
JPMorgan Core Bond Select | 21.73B | 1.98 | -1.85 | 1.61 | ||
JPMorgan Core Plus Bond R6 | 13.5B | 3.00 | -1.50 | 2.04 | ||
JPMorgan Strategic Income Opps Sel | 7.4B | 5.35 | 3.69 | 2.79 | ||
JPMorgan Short Duration Bond R6 | 7.32B | 5.22 | 2.25 | 2.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 25.61B | 5.30 | 2.15 | 2.96 | ||
BlackRock Strategic Income Opps K | 13.31B | 5.39 | 2.24 | - | ||
Navigator Tactical Fixed Income I | 7.74B | 7.66 | 2.81 | 5.11 | ||
PIMCO Mortgage Opportunities Instl | 7.65B | 5.69 | 1.73 | 3.23 | ||
JPMorgan Strategic Income Opps Sel | 7.4B | 5.35 | 3.69 | 2.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Federal National Mortgage Association 6% | - | 2.79 | - | - | |
Bofa Securities, Inc. 5.0 | - | 0.66 | - | - | |
Mercedes-Benz Finance North America LLC 5.21798% | - | 0.46 | - | - | |
The Toronto-Dominion Bank 5.08072% | - | 0.46 | - | - | |
Georgia Power Company 5.33287% | - | 0.46 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | BUY |
Summary | Neutral | Strong Buy | Buy |
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