Weekly Snippet

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May 9, 2019
Weekly Snippet

Last Week…

… US Tech and Large Growth both rested, with Tech maintaining a sizable lead at 28.3% YTD.

Small Caps, both Growth and Value, took advantage to move ahead about 1.5% with Small Cap Value stepping up a bit further than Small Growth.  Mid Caps hung out with Large Growth and Tech, while Large Value moved up a half percent. Small and Mid Cap Growth are neck and neck YTD over 22%, both ahead of Large Growth at 21% YTD.

US Value, (Small, Mid and Large Caps) all remain in the upper double digits, but lagging behind Growth in all three categories between 5-6% YTD.

Broad basket Commodities is making a bid for its best showing since 2016 and, with Iran threatening to close the Strait of Hormuz, it is likely for this to continue.

Foreign Equities all advanced modestly from a quarter to almost half a percent. Large Growth is outpacing Large Value, Small Cap and Emerging Markets, with all in the solid double digits YTD.

In bonds, High Yield nudged ahead and continues to stretch toward 10%, while Foreign edges up close to just 1%.  Emerging Markets gained .5%. Treasury TIPS slipped by the same amount, while all other fixed income remained essentially the same.

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.