Scottsdale Wealth Planning

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Q2 2021 Market Review

  • Equity markets around the globe posted positive returns in the second quarter. Looking at broad market indices, US and non-US developed markets outperformed emerging markets for the quarter.
  • Value performance was mixed in the US, with small value outperforming small growth but large value underperforming large growth. Value underperformed growth in non-US developed markets and outperformed in emerging markets.
  • Small caps underperformed large caps in the US and non-US developed markets but outperformed in emerging markets.
  • REIT indices outperformed equity market indices in the US and non-US developed markets.
MSCI All Country World Index with selected headlines from Q2 2021

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DISCLOSURES

Past performance is not a guarantee of future results. It is not possible to invest directly in an index. Performance does not reflect the expenses associated with management of an actual portfolio.

The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. It is the responsibility of any persons wishing to make a purchase to inform themselves of and observe all applicable laws and regulations. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. Dimensional accepts no responsibility for loss arising from the use of the information contained herein.

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UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Note: Paul Ohanian, CFP®, Scottsdale Wealth Planning, Inc., ("Advisor") is a registered investment advisor. Information contained in this website is for informational purposes only and should not be considered investment advice. Advice may only be provided after entering into an advisory agreement with Advisor. Information is at a period in time and subject to change. Our current Disclosure Brochure is set forth on Form ADV Part 2 and is available for your review upon request.