The S&P 500 is putting up one of the most AMAZING year-to-date, 1-year, and 10-year records in stock market history (as of 8.6.2021).
SPY year-to-date +19.0%
SPY trailing 1-year +34.1%
SPY trailing 10-year +16.4%
This is a great time to check your portfolio for problems. Do you know what to look for?
Robert Lloyd, CFA®
Chief Investment Officer
Lloyds Intrepid Wealth Management
Lloyds Intrepid LLC is doing business as Lloyds Intrepid Wealth Management. Lloyds Intrepid LLC offers investment advisory services in the State of Texas where registered and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Lloyds Intrepid LLC and its advisers do not provide legal, tax or accounting advice. Lloyds Intrepid LLC formulates retirement plans, investment strategies, portfolio construction and investment due diligence for clients with signed investment advisory agreements with us. The information contained herein has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed. All opinions and outlooks are subject to change.
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