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Tradition Monday 2/26/18

Tradition Monday 2/26/18

  • Bloomberg Barclays Aggregate Bond yield has moved up to 3.16%, but has a total return of -1.45% over the past 19 months.
  • Short duration bonds are starting to look reasonable for diversification.
  • We are looking P/E ratio of 17-18 based on 2018 earnings estimates.
  • S&P 500 yield down to 1.7%.
  • We feel stocks can absorb higher interest rates and still committed to equity investments.
  • A total portfolio solution should include stocks, bonds and diversifying assets.

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