Market Update - April 2022
Hey, it’s Brian, I just wanted to give you a quick update, I think most of you probably know that our number one priority is to always provide you with the very best service.
And a lot goes on behind the scenes, even when we may not be scheduled to meet with you face to face, especially during uncertain economic times, like we’re experiencing right now. For example, when we make decisions about when to make adjustments to your investment portfolios, we’re not just reacting to the latest headline news. Some of you probably recall that in January, we actually removed some risk from our portfolios, and added more defensive positions.
Now we have received a green light signal from our algorithm. So we’ll be making some additional adjustments, and we’re going to be adding back some of the investments we were temporarily avoiding. And even though investing can sometimes be emotional, as all of you know, it’s important for you to understand that we do not make decisions emotionally, we make them based on sound data, and signals from the economic cycle to give us the highest probability of success.
And remember, you know, your financial plan that we’ve customized to your goals and to your tolerance for risk. We create different buckets for you, we have a safe bucket to balance out any risk we may be taking in the other bucket. But I just wanted to let you know, we continue to work very, very hard for you during these very unique times. And most importantly, we’re going to continue to provide you with updates.
So thank you for your trust and your confidence and know we will always put your best interest first. So there’s two links below this video. If you have a question, you can click one link and we can set up a time for us to talk about your plan if you’d like and also for those of you in the cabana portfolios, you can see their commentary and get updates on the other links. So have a great day. We’ll talk to you soon.
This material may contain ‘forward looking’ information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy. All investment strategies have the potential for profit or loss. All strategies have different degrees of risk. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. The information provided here is neither tax nor legal advice. Investors should speak to their tax professional for specific information regarding their tax situation. Investment involves risk including possible loss of principal.
Cabana LLC, dba Cabana Asset Management (“Cabana”), is an SEC registered investment adviser with offices in Fayetteville, AR and Plano, TX. The firm only transacts business in states where it is properly registered or is exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Additional information regarding Cabana, including its fees, can be found in Cabana’s Form ADV, Part 2. A copy of which is available upon request or online at www.adviserinfo.sec.gov/.
Past performance is no guarantee of future results. All investment strategies have different degrees of risk and the corresponding potential for profit or loss. Asset allocation and diversification will not necessarily improve returns and cannot eliminate the risk of investment losses. “Target Drawdown” is merely a descriptive term used to describe the general strategy and objective of the portfolio, it is not a guarantee, nor should it be construed to suggest safety or protection from loss. There is no guarantee that portfolio performance will remain consistent with the targeted drawdown parameter. While risk tolerance and targeted “drawdown” are identified on the front end for each portfolio, Cabana’s algorithm does not take any one client’s situation into account and there is no guarantee that Cabana’s strategies will be suitable for any investor. Investors and advisors should not simply rely on the name of any portfolio to determine what is suitable. It is the responsibility of investment advisors to determine what is suitable for their clients. Cabana manages assets on multiple custodial platforms. Performance results for specific investors will vary based upon differences in associated costs and asset availability.
Cabana claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a trademark of the CFA Institute. The CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To receive a GIPS Report and/or a firm’s list of composite/pooled fund descriptions please email your request to firstname.lastname@example.org.
The COVID-19 health epidemic has had substantial global economic impact on financial markets. As of March of 2020, restrictions to travel and business spanning the economy for activities not deemed essential have been imposed throughout the United States. These restrictions have caused unprecedented volatility and uncertainty in capital markets and have negatively impacted the economy. It is unknown how severe the impact to the economy and capital markets will be if the epidemic persists for an extended period of time. The epidemic may have a material adverse impact on Cabana’s investment advisory business including, but not limited to, the performance of our portfolio strategies.
For additional information regarding our services, including performance disclosures and award methodology, please visit https://thecabanagroup.com/disclaimers/.