Q2 2023 Quarterly Investment Update

There are times when an investor’s patience is tested, especially in the short term. This may well be one of those times. We are in a different investment environment today than we’ve had for the past 40 years. In the short term it can be uncomfortable. Portfolio returns may underperform averages and expectations for a period. Protecting and growing our clients’ capital is more important than ever.

In this Q2 video update, Chief Investment Officer Mark Kinney reviews Newport’s strategy of positioning portfolios to perform over rolling three-to-five-year periods. This deliberate approach is designed to safeguard assets when volatility strikes. And it provides income and growth that are independent of public market performance. Putting money to work and planning beyond today’s rate cycle is critical to long term success.

If your portfolio is not benefiting from broad asset class exposure and a pragmatic and strategic approach to protecting your wealth, we invite you to get in touch. We would be happy to arrange a call or video conference with a member of our wealth management team to learn more about Newport’s approach.

Watch our video update to learn more.