BlueAris Financial Advisors

The way the US market is melting up - the valuation may be even higher. Critical to do proper asset allocation to manage risk & retirement. Reach out for any questions.

Trillion $ Market Cap of 14 largest companies. This secular Bull market started March 2009.

Happy Memorial Day!!! S&P 500 hit a new high.

Chart Courtesy- Creative Planning

Nvidia earnings -

-Earnings per share: $1.87 adj vs $1.76 estimated
- Revenue: $81.62 billion vs $78.86 billion estimated

Changes in commodities- the Tech & commodities/energy are linked - as tech growth is exhausted, the commodities are depleted impacting supply. A turnaround may be up in the coming years.

This is for educational purposes only not investment advice.

Chart Courtesy- Creative Planning

Cost of Traditional Medicare for full coverage- cost may vary from state to state and for different plans. Reach out should you have any questions.

Berkshire’s portfolio based on the latest 13F. Reach out to BlueAris for portfolio allocation discussion.

12 month total returns by asset class.

Impact of inflation & price increases in the US in the last 5 years.

Chart Courtesy- Creative Planning