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April 14, 2010, Featured Articles, Research

1Q 2010 Equity Performance: An Unconventional Evaluation

By Ron Surz   Wed, Apr 14, 2010

Surz, the president of San Clemente, CA-based Target Date Solutions, uses proprietary tools to dissect the first quarter's equity returns.

Although the first quarter of 2010 started badly, with US stocks losing more than 3% in January, the market recovered most of those losses in February, setting the stage for 6%+ returns in March. All of the first quarter return was earned in March.


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