Market Strategy Report


This strategy currently owns semiconductors, aerospace & medical devices with a year-to-date return of 9%.


The trend of the market is starting to turn higher after experiencing eight weeks of a mild pull back. Positive corporate earnings reports this month should bring good news to the market.


With the vaccine rollout going well, the continued re-opening of the economy, and the anticipation of a very busy summer travel season…I have high expectations for strong economic growth over the next several months.


In an environment of rising interest rates and market volatility, our defensive strategy performed well during the 1st quarter of ‘21.


The 10yr treasury rose and stabilized at 1.67% after dropping to a low of 0.51% in 2020. I expect rising rates to continue, which will have a negative impact on bond valuations. Thus, we continue to hold bonds with short maturities/duration.

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.