2022 3rd Quarter Review
GREAT SEASON PADRES! The S&P 500 and US Aggregate Bond Indexes fell nearly 5% each in the third quarter. YTD, the indexes are down 24% and 15% respectively. The Fed raised the federal funds rate by 0.75%, bringing it to a range of 3%-3.25%. The consumer-price...
2022 2nd Quarter Review
ALL STARS UNVEILED The S&P 500 fell over 16% in Q2. For the first 6-months of 2022 the index is down 20%. International equities, as measured by the MSCI EAFE, fell 15.4% in Q2 and 20.3% in the first half of 2022. Bonds dropped 4.7% in Q2 and over 10% for Q1 &...
2022 1st Quarter Review
For a Moderate portfolio (60% stock/40% bond allocation) and an Aggressive portfolio (80% stock/20% bond allocation), the probability of a loss over 5-year rolling periods was 0% (same for the Conservative portfolio with a 30% stock/70% bond allocation). There was an...
2021 4th Quarter Review
SDSU WINS BOWL The S&P 500 finished 2021 up 28.71%, while international equities lagged, up 8.78% Large growth outperformed large value with returns of 27.60% and 25.16%, respectively. Small-cap value exceeded small-cap growth with returns of 28.27% and 2.83%,...
2021 3rd Quarter Review
GO AZTECS! The S&P 500 and Nasdaq indexes fell 4.69% and 5.69% respectively in September. YTD, the indexes are up 16.97% and 14.48% respectively. International equities, as measured by the MSCI EAFE, fell 3.19% in September. YTD, the index is up 6.23%. American...
2021 1st Quarter Review
Q1 CLOSES HIGH The S&P 500 was up 6.17% 1st quarter of 2021. The Wilshire 5000, an index that tracks all actively traded US stocks, was up 2.54%. The Russell 2000 Value Index returned 21.17% outperforming the Russell 2000 Growth Index at 4.88%. 1st quarter of...
2020 4th Quarter Review
Q4 FINISHES AHEAD The S&P 500 and Nasdaq finished the quarter up 12.15% and 15.63%, respectively. For the year, the S&P gained 18.4%. Nasdaq was up 44.92% Growth outpaced Value for the year with gains of 38.5% and 2.8%, respectively. Since the market low in...
2020 First Quarter Review
U.S SNAPSHOT The Fed lowered interest rates twice in March due to the coronavirus economic impact. Unemployment claims jumped to 21.7 million in four weeks. CARES Act passed, a $2 trillion stimulus package to help individuals and businesses. Bonds up 3.15% in Q1. S&P...
2019 Third Quarter Review
SCORECARD Bonds stellar, up 2.27% in Q3 and 8.52% YTD. S&P 500 cooled, only up 1.7% this quarter, after highs of near 20% for the first three quarters. Domestic stocks beat international. Large cap dominates small cap, but September saw small company stocks score...
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