Common Cents

by | Mar 12, 2021 | WWC WorthWhile Reading

*View the video version here

Last Week…


…the same patterns continued to hold . . . with increased emphasis.



US Indexes were mixed

  • The DOW and S&P were up: +1.88% and +0.85% but …
  • Large, Mid, and Small Cap Growth all lost ground: between -4.74% and -1.74%
  • Small Cap Value continued its streak in other direction, up 4.83% on the week and standing just below 19% YTD!
  • This is as topsy turvy as we’ve ever seen US equity classes with Small Value Companies trouncing Large Growth by 21% in the first 9 weeks.
  • US REITIS were down this time nearly a point
  • Foreign REITS were down -1.40%
  • Commodities continued recovering – potentially from a ten year bear market
  • +0.75% on the week and +10.01% YTD


As for Foreign Stocks

  • The Growth and Value divergence widened further although, not as much as in US Stocks
    • Value +1.16% and Growth -2.17%


All Bonds are officially blighted!

  • High Yield Bonds are the only one still positive for the year and only just 0.54% YTD


Everything that bounced back the best last year is now far behind those that fared the worst… and everything that couldn’t overcome the Covid Cloud last year is now far in advance of those now trailing. Perhaps 2021 will prove to be the ‘Side B’ to 2020.


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.