Common Cents

by | Mar 5, 2021 | WWC WorthWhile Reading

*View the video version here

Last Week…


… Most stocks got slammed but, not all indexes were hit.



Broad indexes went down moderately

  • The DOW and S&P were down -1.75% and -2.51%
  • But Large, Mid and Small Growth were all smacked down more than 5.0%
  • …While Large and Mid-Value were only off a point
  • And, Small Cap Value was the only one up 0.73%; up 14.2% YTD
    • It may not seem like much, but that YTD increase is nearly double that of Small Cap Growth, even closer to doubling Mid Cap Value and more than 3x Large Value YTD
    • Small Cap Value has now closed a 36% performance gap with Small Growth in 8 weeks . Impressive!
  • Overall, the pattern of divergence between Growth and Value, Large and Small Companies continues to widen in 2021.
  • This pattern continues to bode extremely well for the health of the market going forward.


As for Foreign

  • The Growth and Value divergence pattern continues to parallel US companies


Bonds were their typical boring selves, although cumulatively are now showing signs of pressure from rising yields.

  • Treasury TIPS saw 0% change
  • Only 2 Fixed Income remain positive YTD: High Yield and Short-Term Corporates—both just barely in the black.


Have a great weekend!


All performance reported in this video are from the following index list: 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. This material has been prepared solely for informational purposes based upon data generally available to the public from sources believed to be reliable. All performance reporting is for indexes, not specific securities. Performance of specific securities will vary from indexes. Past performance is not an assurance of future results. Indexes cited are provided to illustrate market trends for certain asset classes. It is not possible to invest directly in an index. Indexes do not reflect individual investor costs of trading, expense ratios & advisory or other fees.