International Diversification: Looking Beyond the S&P 500

Last month, we highlighted the historical gap between U.S. large cap stocks and smaller companies. July saw a massive reversal with small cap stocks staging…
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In Pure Portfolios’ June 2024 Market Commentary, Chief Investment Officer, Nik Schuurmans, covers U.S. large cap extremes relative to small cap & value stocks, the…
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In Pure Portfolios’ May 2024 Market Commentary, Chief Investment Officer, Nik Schuurmans, covers retailers reducing prices, gold’s sneaky good run, and the AI boom. Is…
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In Pure Portfolios’ April 2024 Market Commentary, Chief Investment Officer, Nik Schuurmans, unpacks intra-year S&P 500 drawdowns, stubborn inflation, the crazy journey of the Magnificent…
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In Pure Portfolios’ March 2024 Market Commentary, Chief Investment Officer, Nik Schuurmans, unpacks high yield credit spreads, elevated U.S. stock valuations & future returns, and…
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In Pure Portfolios’ February 2024 Market Commentary, Chief Investment Officer, Nik Schuurmans, unpacks the struggles of rate sensitive assets, why all-time highs are nothing to…
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In Pure Portfolios’ January 2024 Market Commentary, Chief Investment Officer, Nik Schuurmans, covers January performance and what it could mean for the rest of the…
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In Pure Portfolios’ December 2023 Market Commentary, Chief Investment Officer, Nik Schuurmans, covers the market climbing the wall of worry, S&P 500 returns in an…
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In Pure Portfolios’ November 2023 Market Commentary, Chief Investment Officer, Nik Schuurmans, covers the ‘Three Headed Monster’; the 10-year Treasury yield, oil prices, and the…
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