Market Strategy Report


This strategy continues to focus on maximizing profits as the economy re-opens. It currently owns transports, steel, home builders, Europe/Pacific & medical devices.


The market has been in a sideways “consolidation” pattern for a week or two now. With covid cases in the US declining again, the market should begin trending higher. A rise of Covid cases in India is certainly putting a damper on market expansion.


36% of the S&P 500 companies have reported 1st quarter earnings with 82% of those companies beating their earnings estimates…very positive news for continued economic expansion.


Our defensive growth strategy is performing as designed…providing us with stable boring growth.


Bonds are again under pressure as the recent drop-in rates reverses and begins trending higher. The market can handle a slow and steady rise in rates (to a point). We continue to believe keeping bond maturities short is prudent.

The primary purpose of this communication is to provide clients with a broad level perspective of each of the firms’ allocation strategies. How each of these strategies will act in the future is a complete unknown and cannot be assumed or guaranteed since future market activity is unknown.

As with any investment, past performance cannot assure any level of future results. There can be no guarantee that the performance and max drawdown being illustrated will act in a similar fashion in the future.

* Performance figure is provided by Black Diamond Wealth Management performance software provided to Family Dynasty Advisors LLC.