The days have flown by, and it is time for our 2019 Mid Year Update. It’s hard to believe the year  is half over.  In today’s podcast, We’ll talk about how things did in the investment world and share some interesting facts. 

Podcast: 2019 Mid Year Update (7:39)

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In a Word, “Wow!”

It is hard to imagine getting off to a better start.  Every major asset class surged higher. 

US Stocks

The US Stock market started with a bang.  Following a rough fourth quarter in 2018, all segments of the US stock market have surged to start the year.  Large company, mid caps, and small caps all posted double digit gains.

International Stocks

Likewise, companies outside the US shined brightly. Both developed economies and emerging nations posted strong results.


When interest rates fall, as they did in the first half, bond prices go up.  The bond market was solid in the first half.

Alternative Assets.

Real Estate generated the best results of the first half.  Natural resources and gold also produced strong results.

Mid Year Update 2019: The Asset Allocation Quilt

Our Asset Allocation Quilt is always a popular post.  This abbreviated version shows the annual returns over the past several years.  And, it also includes the results for the first half of 2019.

Click on the image above to enlarge.  To see the funds we use as proxies for the asset class returns, click on the image to the left to enlarge.

If you would like to download a copy of the Mid Year Update 2019 Asset Allocation Quilt. Click Here.

Looking ahead to the Second Half....

It was an interesting first half.  Talk of a recession and the ongoing trade war between the US and China dominated the recent headlines.  And the Wall Street “brain trust” remains cautious with their second half predictions.   The average prediction for the second half calls for a flat stock market.  An outcome which would disappoint nobody.  But remember, take those predictions with a grain of salt.  What will happen in the second half of 2019?  Stay tuned.

Two interesting nuggets...

2019 is the Third Year of the current presidential term.  The average return during the past 23 third year’s has been 16.1%.  This goes back to 1927. 

1939 was the last time the stock market was negative during the third year of a president’s term. 

While these tidbits are interesing, they offer no predictive value. As we commonly say, past performance does not predict future results. 

Financial Planning

Neal Watson is a Certified Financial Planner™ Professional and a Financial Advisor with Fleming Watson Financial Advisors  He typically works with people who are planning for retirement.  Fleming Watson is a Registered Investment Advisory firm located in Marietta Ohio.  Our firm primarily serves Marietta, Parkersburg, Williamstown, St. Marys, Belpre, Vienna and the surrounding communities in Washington and Noble Counties in Ohio and Wood and Pleasants county in West Virginia.

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