Weekly Snippet

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June 22, 2018
Weekly Snippet

Last Week…

We saw some big moves in both directions!

  • All US Growth stock indexes increased while all US Value indexes dropped.

That’s called a negative correlation and we like it, especially when it forms a pattern as it has last year and this.

  • The winner for greatest increase was Large Growth at 0.98%
  • While the steepest slide was Mid Value, which fell. -0.80%

But, while US Value stocks have trailed Growth last year and this, don’t lose heart!

  • Large Value remains up over the past 3 & 5 year average trailing periods 10.4% and 11.0% respectively.
  • Correspondingly, Mid Value is up over the same periods 10.7% and 12.4% respectively.
  • And, you guessed it – Small Value’s trailing 3 & 5 years are up 9.9% and 11.1%

And remember the buy low/sell high principle? This is where we get to apply it to your portfolio!

  • Commodities are down in a third week streak, giving up nearly all of this year’s gain.
  • All Foreign stock indexes back tracked from -0.9% to -3.0%, except Emerging Markets, which eked out a miserly 0.02% uptick.
  • Fixed income continues to slide with the High Yield index the only one posting an increase over the previous week – and the only positive bond index YTD.

Have a great weekend!

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; Bloomberg Commodity TR USD; MSCI EAFE NR USD; MSCI EM NR USD; Barclays US Corporate High Yield 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. 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.