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...
2019 First Quarter Review
Q1 ROARS BACK The last three months saw the market bounce up to a series of bests in the first quarter of 2019 from a series of worsts in Q4 of 2018. The market rebound in Q1 appears to be due to positive investor sentiment on lowered interest rates and not on...
2019 Fourth Quarter Review
SCORECARD Fed lowered rates 3 times in 2019. Inflation remains low. Bonds: The U.S. 10-year Treasury yield fell from 2.7% to 1.8% over the course of the year, and the Barclays U.S. Aggregate has returned over 8% year-to-date. Although at a lackluster 2.3%, the 30-year...
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