Michael C. Stalker

If MCS clients were one large portfolio, the year-to-date return through September 30th was 6.42%. Individual client returns ranged between 3.09% and 11.50%. The client with the lowest return was negatively impacted by exposure to European stocks and had fewer bonds overall. The client with the h ighest returns had a significant portion of zero […]

If MCS clients were one large portfolio, the year-to-date return through June 30th was 5.5%. Individual client returns ranged between 1.7% and 9.8%. Auxier portfolios, on average, gained 3.2%. For comparison purposes, the S&P 500 Total Return index gained 7.13%, and the Barclays Aggregate Index gained 3.92% in the first half of this year. The

For calendar year 2013, aggregate MCS client assets gained 4.5%. Returns on client portfolios invested for the entire year ranged from -1.8% to 8.5%. The differences are attributable to tenure of the client and differing investments or asset allocation. Stocks represented by the S&P 500 Total Return Index turned in a very strong performance of

Year to date through September 30 2013, aggregate MCS client assets gained 2.41%. Stocks represented by the S&P 500 index turned in a very strong performance of 19.79%. Auxier advised stock portfolios gained 14.5% for the period. Auxier portfolios include domestic stocks, international stocks and cash which must be considered when comparing Auxier with the