CCM Asset Allocation Update
In January we received an early cue from our asset allocation model for a future reduction in equity exposure, largely due to higher interest [...]
In January we received an early cue from our asset allocation model for a future reduction in equity exposure, largely due to higher interest [...]
A growing challenge for the equity market is concentration risk, defined as a high level of reliance in a portfolio on a particular security, [...]
CCM’s history stretches back well over thirty years, and the two darkest periods for the stock market during our tenure were the Dot-Com Bubble [...]
SUMMARY: Income return consists of stock dividends and interest payments. Total return consists of both income return and price return (appreciation). Income return is [...]