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Discover the dynamic world of investment performance with our Asset Class Return Quilts for Q1, 2025! Dive into a comprehensive analysis of calendar year and
Explore the dynamic world of investment strategies with our comprehensive Asset Class Return Quilts for Q4, 2024. Discover how various asset classes, from U.S. equities
Explore the dynamic world of investment strategies with our comprehensive Asset Class Return Quilts for Q3, 2024. Discover how various asset classes, from U.S. equities
Explore the dynamic landscape of investment performance with our Asset Class Return Quilts for Q4, 2023. Dive into detailed insights on U.S. equity sectors, fixed
Explore the dynamic landscape of investment performance with our Asset Class Return Quilts for Q3, 2023. Dive into detailed insights on U.S. equity sectors, fixed
Explore the dynamic world of investment strategies with our comprehensive Asset Class Return Quilts for Q2, 2023. Discover how various asset classes, from U.S. equities
Discover the dynamic world of investment strategies with our comprehensive Asset Class Return Quilts for Q1 2023. From U.S. Equity Sector insights to the intricacies
How have the various asset classes, sectors and fixed income investments performed over the past 10 years? Our “quilt charts” show the leaders, the losers
It’s been a great year so far for mean reversion as the losers of much of last cycle (midstream energy, cash, and commodities) are now
Download PDF Asset Class Return Quilt Calendar Year and Trailing Total Returns U.S. Equity Sector Return Quilt U.S. Equity Factor Return Quilt Fixed Income
Want to know which asset classes performed the best in the first quarter of 2022? Look no further than our Asset Class Return Quilts. Get
Discover how different asset classes performed in 2021 and explore their trailing total returns with our Asset Class Return Quilts. Dive into the world of
If you’re serious about investing, you need to keep a close eye on your returns. And what better way to do that than with a
Looking for a unique way to visualize asset class returns? Look no further than the Asset Class Return Quilts. These stunning graphics display calendar year
Discover the fascinating world of asset class returns with our visually stunning Asset Class Return Quilts. Get a comprehensive view of trailing calendar year and
Magnus Financial Group LLC is an independent, SEC-registered investment management firm headquartered in New York City. We specialize in providing customized wealth management and financial planning services to a diverse clientele, including high-net-worth individuals.
| Fidelity Brokerage Services LLC, Member NYSE/SIPC | Charles Schwab & Co., Inc. Member FINRA/SIPC | Interactive Brokers LLC, Member NYSE/FINRA/SIPC |
Active clients will receive account statements directly from their qualified custodian at least quarterly. Statements should detail all transactions during the period. If you have any questions or are not receiving account statements at least quarterly, please contact us. If at any time you experience any changes in your investment objectives or risk tolerance, please contact us to determine if changes to your investment elections are necessary.
This website is provided by Magnus Financial Group LLC (“Magnus” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may be impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained herein this is derived from sources that Magnus believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.
Magnus is an SEC registered investment adviser that maintains a principal place of business in New York. The Firm may only transact in those states which our notice is filed or qualifies for a corresponding exemption from such requirements. View Magnus Privacy Notice for more details. For information about Magnus’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov
Michael S. Schwartz is primarily licensed in New York and may be licensed in other states. AR License # 444300, CA License # 0H02771
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