Weekly Snippet

by | Jan 17, 2020 | WWC WorthWhile Reading

Last Week…

… Asset classes were split down the middle.

U.S. Equities put on an interesting performance.

The Dow and S&P remained up, gaining 0.68% and 0.99%.

  • Large Companies shown bright with Large Growth up nearly 2% and Large Value up barely 0.03%.
  • Mid Growth was up over 0.7%, but Mid Value slipped 0.22%.
  • Small Growth was up 0.13% while Small Value was down nearly 1%.

See that pattern? Overall Growth outperformed Value across Large, Mid and Small. AND Large companies did better than Mid or Small.  A bit of bullish greedy behavior perhaps?

  • REITS were split as well with US up just a smidge 0.11%, but Foreign down 1.38%
  • Commodities were down as well.
  • Foreign Equities were down with the exception of Growth…but again, you’ll note that’s a pattern similar to the U.S. where Growth has out-performed Value.


  • Technology saw the most growth once again: 2.80%
  • Emerging Markets and Emerging Market Bonds enjoyed some small gains, both below 1%
  • And most Bonds saw minuscule decreases, with the largest drop at -0.40%

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 fees.