Weekly Snippet

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November 16, 2018
Weekly Snippet

Last Week…

… showed positive growth for the most part.

  • U.S. Equities were up across the board, except Small Growth which was imperceptivity down from the previous week 0.01%.
  • Health Care was up 4% from the previous week.

We also noted that YTD Large Growth is outperforming both the S&P 500 and the Dow Jones. How, you ask? The Dow Jones and S&P 500 both contain both Large Cap Growth and Value Companies.

  • The Dow has a YTD return of 7.17%, Large Growth: 9.34% and Large Value: 2.22%.

The largest increases from the previous week also trended toward Value in U.S. Equities. This shift could indicate that investors are still nervous and a shift toward value can be seen as a defensive move.

  • S. REITS increased 3.42% from the previous week bringing the YTD return back into the black.
  • Global REITS also increased, while Commodities went down.
  • Foreign and Emerging Markets were mixed: Foreign Value increased, Foreign Small Caps didn’t move an inch, while Foreign Growth and Emerging Markets both slipped.

And what do we have to say about bonds? The usual…just bubbling.

Have a great weekend!

Indexes are listed in respective order to their reference above: DJ US TSM Small Cap Growth TR USD; DJ US Health Care TR USD; DJ Industrial Average TR USD; DJ US TSM Large Cap Growth TR USD; DJ US TSM Large Cap Value TR USD; FTSE NAREIT All Equity REITs TR; DJ Gbl Ex US Select REIT TR USD; Bloomberg Commodity TR USD; MSCI EAFE Value NR USD; MSCI EAFE Small Cap NR USD; MSCI EAFE Growth NR 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.