The first quarter of 2015 has ended. Sloy, Dahl, & Holst's aggressive portfolio earned a little over 3 1/2%, while the S P 500 only earned1 1/2%. We were happy with those numbers. A couple of adjustments in our portfolios going forward include: taking a larger position in the Energy Sector, adding some money in Europe which is the #1 performing sector, add adding to our position in the Health Care Sector.
Ron Sloy is a certified financial planner bringing you up to date market recaps on a weekly basis.