Weekly Snippet

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September 13, 2019
Weekly Snippet

Last Week…

…proved to be another great week for equities.

In fact, with last week’s growth, we are about 5% ahead of where we were one month ago!

All U.S. Equities were up from the previous week, although not quite as much as they were up the week before.

  • Technology was up over 2.5%, pulling further away from U.S. REITS and nearly reaching a 30% YTD return.
  • Small Growth went up about 0.8%
  • Small Value was up nearly 2%, and if you look at Small Growth and Value’s YTD returns, you’ll see the gap between the two is closing.
  • This was also the case for Large Caps and Mid Caps.

Last week, Global Real Estate barely outpaced U.S. REITS

Foreign Equities were up more broadly and more on average than U.S. Emerging Markets were up over 2%, but are still lagging.

High Yield Bonds, Foreign Bonds and Emerging Market Bonds were all up from the previous week while all other U.S. fixed income treaded water. Bonds look better overall than they have for a very long time.

Have a great weekend!

Indexes are listed in respective order to their reference above: DJ Industrial Average TR USD, S&P 500 TR, DJ US TSM Large Cap Growth TR USD, NASDAQ 100, Technology NTTR TR USD, DJ US Health Care TR USD, DJ US TSM Large Cap Value TR USD, DJ US TSM Mid Cap Growth TR USD, DJ US TSM Mid Cap Value TR USD, DJ US TSM Small Cap Growth TR USD, DJ US TSM Small Cap Value TR USD, FTSE NAREIT All Equity REITs TR, DJ Gbl Ex US Select REIT TR USD, Bloomberg Commodity TR USD, MSCI EAFE NR USD, MSCI EAFE Growth NR USD, MSCI EAFE Value NR USD, MSCI EAFE Small Cap NR USD, MSCI EM NR USD, BBgBarc US Corporate High Yield TR USD, FTSE WGBI NonUSD USD, JPM EMBI Plus TR USD, BBgBarc US Govt 1-3 Yr TR USD, ICE BoafAML 1-3Y US Corp TR USD, BBgBarc Intermediate Treasury TR USD, BBgBarc Interm Corp TR, BBgBarc US Treasury US TIPS TR USD. These materials have been prepared solely for informational purposes based upon data generally available to the public from sources believed to be reliable. All performance references are to benchmark indexes. Performance of specific funds will vary from respective benchmarks. Past performance is not an assurance of future results. Each index cited is provided to illustrate market trends for various asset classes. It is not possible to invest directly in an index. Neither do Indexes reflect individual investor costs, e.g. trading, expense ratios & potential advisory fees.