Technology and Healthcare both saw growth of just over 4%
Large Growth grew the most!
Small Companies continue to do quite well, too
Small & Mid Cap Growth are now ahead 9.91% and 7.59% YTD – a good omen even if ‘as goes January, so goes the year’ doesn’t hold true
Small & Mid Cap Value stand at 7.46% and 4.18% YTD respectively
Equity REITS
US was up 1.17% on the week and is now positive 0.64% YTD
Global edged ahead 0.47% but remains. down -1.21% YTD
Commodities slipped, losing -1.72% but remain up 1.36% YTD
Foreign Stocks seemed much happier
Large Growth +1.93% YTD
Large Value + 3.0% YTD
Small Cap +2.03% YTD
Emerging Markets bounded ahead another 2.7% bringing it up +7.88% YTD!
Editor’s note: Our readers may have noticed that we haven’t mentioned Fixed Income so far this year. That’s because WWC has decided to banish Bonds from our Common Sense because we’ve run out of alliteration for ‘barely bubbling’ and they’re boring…we’ll still report on them from time to time and when the pattern is interesting. (Remember that for most clients, this part of your portfolios is there primarily to serve as ‘shock absorbers’ to otherwise long-term growth objectives).
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.
