O’Reilly Wealth Advisors 100% stock portfolios we re up 5.1% for the quarter, 10.5% for the first half of 2023 and 14.1% over the last 12 months. Our set of social portfolios (using the 100% stock model) which we expect, long term, to slightly underperform our standard portfolios, slightly outperformed in Q1 and H1 of 2023 at 6.2% and 12.7% respectively. As ne looks at 3 year performance and beyond, standard outperforms social. Dig into more detail on our standard portfolios here and our social portfolios here. Also see images below:
Our most conservative 40% stock portfolio were up 1.4%/5.2%/4.5% for the Quarter/Half and 12 months respectively. They are living up to the stability sought in these portfolios.
This compares to 8.39% for Q2 for the Russell 3000 as a proxy for the US stock market overall. International and Emerging Markets were also positive, up at +3.03% and 0.9% respectively.
Solid results.
Bonds were stable up less than 1% globally outside USA and down less than 1% in the US.
Want to dig into more detail? View our Q2 Quarterly Review here and summary image below.
