Common Cents

by | Sep 18, 2020 | WWC WorthWhile Reading

Last Week…


… was still a bit on the down-low.



All US Equities were down

  • Technology fell the most -6.07%, but keep in mind it is falling from a 32% positive YTD
  • Large Growth fell quite a bit also -4.05%,  but once again it can afford to do so with a 26.12% YTD

The pattern of the ‘closing gap’ between Growth and Value has continued

  • EXCEPT in Small Caps, where Value was hit worse than Growth this time around
  • Small Cap Value -3.32%, Small Cap Growth -2.05%


Foreign Stocks did better this past week.

  • Foreign Growth and Value were not down as far as before
  • Meanwhile, Foreign Large Blend and Foreign Large Growth clawed ahead +0.28% and +0.85% respectively.


And Bonds were… you guessed it, barely bubbling over again! Only two sets were down

  • Emerging Market Bonds -0.22%
  • Corporate High Yield -0.23%
  • All others barely budged past the prior week


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. Neither do Indexes reflect individual investor costs, e.g. trading, expense ratios & potential advisory fee