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Clear Harbor Flash – Don’t Let the Market Beat You Investors are conditioned to desire to “beat the market" rather than prevent the market from beating themselves. Study after reputable study indicates that value is consistently added to a portfolio, and an entire wealth management strategy, only when discipline is embraced. Portfolio volatility is often the catalyst that forces investors to sell at the most inopportune moments.
Clear Harbor Outlook: Q2 2015 With a significant increase in volatility, the first quarter of 2015 was full of sound and fury, signifying…what, exactly? U.S. observers checking only the final numbers could be forgiven for thinking: “not much.” After a number of seesaw-like swings within a 6% range, the S&P 500 ended the quarter nearly unchanged . In fixed-income trading, 10-year Treasury yields fell as far as 1.64% at one point, but closed the past quarter at 1.93%—not far from the 2.17% seen at year-end. Even the typically more stable 30-year “long bond” briefly recorded double-digit returns, before erasing all but approximately 4% of its gains in March.