Market Update – 2nd Quarter 

Market Update – 2nd Quarter 
Dear Catherine,Catherine Head Shot

     I am sure many of you are off enjoying your summer with your families.
     In this newsletter we’d just like to give you a quick update on how the markets are doing year-to-date.
     As always, if you have any questions, please feel free to call me.

Warm regards,

 Signature

Catherine Maniscalco Avery

 

The backbone of CAIM is to employ a classic long term investment strategy including dividend paying stocks. CAIM is an independent, women owned investment management firm specializing in managing investment portfolios for women and baby boomers.

203.966.2712  p
203.966.5697  f

July 30, 2013|  Issue No. 44
In This Issue
Market Update 2/4
The 7 Habits
Div. Champs & Longevity

Quick Links

Find Out More
Call me at 203.966.2712
or visit www.caimllc.com.

 

Market Update – 2nd Quarter

While economic growth has not been spectacular, we are making some progress.
The S&P 500 continued to move higher in the second quarter of 2013, even though we experienced some volatility in the month of June. The S&P 500 returned 2.92%, bringing the year to date return to 13.84%.

 

And while the market reacted with concern when the Fed stated they may be pulling back on the quantitative easing program later this year, it’s likely that even if they cut back on the bond buying program (quantitative easing), interest rates in general should remain low for some time.  Think of it as the Fed taking the training wheels off a bike.

 

CAIM’s strategy of investing in high quality dividend paying stocks means our investments have continued to perform well.  Our institutional portfolios are up 15.25% year to date, 16.34% over the past 12 months and 13.74% annualized over the past 3 years.  (The performance data given represents past performance and should not be considered indicative of future results. Principal value and investment return will fluctuate. Performance results are gross of fees.)  To see our full performance report, please email me at cavery@caimllc.com.

 

Wishing all of you a happy and safe summer!

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The 7 Habits of Highly Effective Investors  

1.  Be Proactive

Being proactive is the number one priority for successful investing.  As an investor you need….Read more >>

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Dividend Champs and Longevity 

Several times a year we like to showcase a few of our stocks with compelling increases in their dividend….Read more >>
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©Copyright 2013, CAIM LLC

Disclaimer: NO CONTENT PUBLISHED AS PART OF THE CAIM LLC NEWSLETTER CONSTITUTES A RECOMMENDATION THAT ANY PARTICULAR INVESTMENT, SECURITY, PORTFOLIO OF SECURITIES, TRANSACTION OR INVESTMENT STRATEGY IS SUITABLE FOR ANY SPECIFIC PERSON.  TO THE EXTENT ANY OF THE CONTENT PUBLISHED AS PART OF THE BLOG MAY BE DEEMED TO BE INVESTMENT ADVICE, SUCH INFORMATION IS IMPERSONAL AND MAY NOT NECESSARILY MEET THE OBJECTIVES OR NEEDS OF ANY SPECIFIC INDIVIDUAL OR ACCOUNT, OR BE SUITABLE ADVICE FOR ANY PARTICULAR READER.  EACH READER AGREES AND ACKNOWLEDGES THAT ANY SPECIFIC ADVICE OR INVESTMENT DISCUSSED IN THE BLOG MUST BE INDEPENDENTLY EVALUATED BY THE READER AND HIS OR HER ADVISER IN VIEW OF THE READER’S INVESTMENT NEEDS AND OBJECTIVES.

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