After the volatility the past 15 months in the stock and bond markets, we wanted to take a step back and examine the structure of our Cornerstone models. This short video explains what has happened, some of the key drivers behind the performance inside the models, and some of the areas we've been focusing on as Christian investors.
Here are some of the charts included in the video:
Each of the Cornerstone models has remained within its stated risk objective.
Each Cornerstone model has a different allocation to equities (stocks), which leads to different risk levels
Smaller companies have struggled with fears about the economy
Cornerstone's Stock Allocation skews towards smaller companies
Christian investors are challenged to avoid profiting from areas the Bible clearly says are sin. This means not always tracking the S&P 500 index.
The biggest companies participate the most in areas Christians find objectionable
"Guaranteed" Returns typically lag over the long-term
A longer-time horizon is important when investing.