Weekly Snippet

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November 8, 2019
Weekly Snippet

Last Week…

…Was a heck of a week for equities both U.S. and Foreign. Wow!

On the U.S. side the asset class that went up the LEAST was Small Cap Value – up a measly 1.5% from last week.  That’s nothing compared to Health Care’s surge nearly 3.3% or Tech’s over 2.5%.

  • Technology has stolen the show YTD up now almost 36%!
  • Real Estate was up a little both U.S. and Global.
  • Commodities were up over a point.
  • Foreign was up from 0.3% to 2.43% in Large Growth.
  • Last week’s bump pushed Foreign Growth up to almost 23% return YTD.

And what can we say about bonds?  Still trudging along, onward and upward (for the most part).  Disregarding the sluggish week to week activity of bonds, their YTD returns are quite solid, ranging from over 3% for U.S. Short Term Treasuries to 11.85% in High Yield Bonds.

We can take a valuable lesson from bonds when it comes to saving, right?  Even if you don’t feel like you’re saving enough, as long as you are saving something…slow, steady, moving forward…before you know it, you may have a nice little nest egg built up.  Of course there are other things to consider, including how the savings are invested, because who wouldn’t want the best for their hard earned money?

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.