Weekly Update - March 10, 2018

March 10, 2018

Portfolio as of 3-10-17 (Excel)

 

 

Portfolio Performance

Last week, SMIF's portfolio performed in-line with the benchmark, lagging by 1 basis point. Our equity section under-performed the benchmark by 35 bps, due primarily to Hasbro's -4.38% decline, while  our fixed income section beat the benchmark by 14 bps driven by HYG's correlation with the equity rally.

 

(Performance attribution will be discussed in meeting)

 

Disclosure: Information and opinions contained in this post have been obtained or derived from sources believed to be reliable, but no guarantees can be made regarding accuracy of information provided by the original sources. All opinions expressed are subject to change without notice. This information is not tailored to the investment needs of any specific person and is provided for informational purposes only.

 

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