Portfolio Review – May 6th 2014

After a spectacular year in 2013 with the market producing a return in excess of 30%, we sometimes wonder if the market is currently resting and catching its breath for the long haul to come. Certainly the anemic 1.83%, year-to-date price return is not going to provide the same return as just one year ago. If the current rate continues we will end 2014 at around 5.38% for the year. Which in consideration of what we have been through in the last decade would not be a disappointment. <Read More>

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By | 2014-05-06T10:09:30+00:00 May 6th, 2014|Categories: Portfolio Review|0 Comments

About the Author:

Steven Albrecht was the President and CEO of Charter Trust Company from 2001-2016

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