It was a fantastic quarter and a fantastic 12 months ending September 30, 2024 as you can see in the two summaries from our Quarter Market Summary below. Every main asset class is up at a healthy amount. If you wish to dive into the full document click here. Read on for our model portfolio results.
Screenshot from the Quarterly Market Summary Third Quarter 2024
Screenshot from the Quarterly Market Summary Third Quarter 2024
The long term trends that we take advantage of were in place in Q3 in USA. Our ETF covering the US Market, DFAC, was up 6.69% vs. the Russell 3000 at 6.23%.
Dive into more detail on our Model Portfolio Performance by clicking on our 2-page performance summaries for Standard Portfolios here and for Social Portfolios here.