Weekly Snippet

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January 11, 2018
Weekly Snippet

Last Week…

This year’s opening of the market rally continued the pattern seen last year:

  • Large companies outperformed smaller companies
  • Growth stocks outperformed Value stocks.

Both of these patterns are typical of a mature, older bull market.

  • And even more interesting, foreign developed stocks have continued to remain in step with US markets.
  • And along with US Technology, Emerging Market stocks still continue to lead global equities.

As for the bell ringer for this week—all 24 asset classes, equity and fixed income benchmarks covered by us ended 2017 in the positive!

And the final bit of good news is that all of the positive performance, for the first time in many years, has reached the bottom line for diversified portfolios.

What that means is diversified portfolios are benefiting from the return of all positive asset classes during this same period.

Have a great week!

Indexes are listed in respective order to their reference above: DJ US TSM Large Cap Growth TR USD; DJ US TSM Mid Cap Growth TR USD; DJ US TSM Small Cap Growth TR USD; DJ US TSM Large Cap Value TR USD; DJ US TSM Mid Cap Value TR USD; DJ US TSM Small Cap Value TR USD; MSCI EAFE NR USD; NASDAQ 100 Technology NTTR TR USD; MSCI EM NR 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. 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.

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