We are at the mid-point of the year, and a good time for investors to take stock of their portfolios and review market performance in general. The current year has not been very kind to stocks, with the broad-market benchmark having climbed a modest 4 percent in the year-to-date compared to twice as much at a comparable point the previous year. The industrial benchmark, the Dow Jones, has fared even worse after managing a paltry 0.3 percent gain.

There are several reasons why the nine-year-old bull market is showing obvious signs of fatigue, but top among them include rising interest rates, mounting geopolitical uncertainty and monetary tightening.

Without further ado, the brass tucks.

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