Investor Commentary Q1 2022
Why do we care about losing less?
How did we achieve this?
Sector | Energy | Materials | Financials | Industrials | Cons. Disc. | Tech. | Comm. Services | Real Estate | Healthcare | Cons. Staples | Utilities |
QTD Return | 39.0% | -2.4% | -1.5% | -2.4% | -9.0% | -8.4% | -11.9% | -6.2% | -2.6% | -1.0% | 4.8% |
What is our outlook going forward?
Looking to this year's Credit Suisse 2022 investment returns yearbook, a few things stood out during historical inflationary periods. First, there was almost nowhere to hide as far as asset classes; all suffered declines from inflation. However, asset allocators—those holding a combination of stocks and bonds—managed to lose less, outperforming all asset classes including cash. This combination also served to make the overall portfolio more resilient against inflation especially on a risk-adjusted basis—another benefit of diversification—which you can see in the graph above.
Within stocks the better performers were those in the more mundane and value-oriented sectors like energy, financials, and industrials.
Copyright 2022 Camelotta Advisors, All Rights Reserved. The commentary on this website reflects the personal opinions, viewpoints and analyses of the Camelotta Advisors employees providing such comments, and should not be regarded as a description of advisory services provided by Camelotta Advisors or performance returns of any Camelotta Advisors Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Camelotta Advisors manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
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Camelotta Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Camelotta Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Camelotta Advisors unless a client service agreement is in place.
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