October Private Client Letter - Maintaining Global Diversification

In last month’s Private Client Letter I discussed how the current bull market now ranks as the longest running bull market on record (without experiencing a 20% correction); surpassing the 1990-2000 technology uptrend. With U.S. equities near all-time highs, globally diversified investors have seen their portfolios underperform the S&P 500 over the past year and understandably question the logic of their foreign holdings.

Some posts are excerpts from CCP’s full Thought Leadership Communication and are provided for the exclusive use of clients of Clearwater Capital Partners. If you are currently a client, this paper was previously emailed; additionally, you can access this article in your secure vault through your Clearwater Capital Portal or your Clearwater Capital App. If you desire to discuss the full content, please contact the author at: john.chapman@ccpwealth.com

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