by J.J. Schenkelberg, CFA | Jul 10, 2024 | Market Commentary, Market Performance, News
At the end of 2023 I highlighted the dominance of the top 10 stocks in the S&P 500. It is worth revisiting this topic. These 10 stocks continue to dominate the S&P 500 on into 2024. So far in 2024, other major indices have not achieved nearly as strong returns...
by J.J. Schenkelberg, CFA | Jul 10, 2024 | Market Commentary, Market Performance
IndexSecond Quarter 2024Year To-Date 2024S&P 5003.9%14.5%Dow Jones Industrial Average-1.7%3.8%Russell 2000-3.9%0.8% MSCI All Country World Index ex-US1.0%5.6% Aggregate Bond0.1%-0.6%...
by J.J. Schenkelberg, CFA | Jul 10, 2024 | Market Commentary
June marked a milestone for me. My 50th birthday was June 16th. Actually, it isn’t too bad. It still feels like I’m in a building phase. It also feels like the middle of a teeter totter. A teeter totter is all about balance. In life we balance a lot, most...
by J.J. Schenkelberg, CFA | Apr 3, 2024 | Market Commentary, Market Performance
IndexFirst Quarter 2024Year To-Date 2024S&P 50010.4%10.4%Dow Jones Industrial Average6.0%6.0%Russell 20005.1%5.1% MSCI All Country World Index ex-US5.0%5.0% Aggregate Bond-0.8%-0.8%...
by J.J. Schenkelberg, CFA | Apr 3, 2024 | Market Commentary, News
Looking at returns during different government configurations tells investors little about why markets or the economy performed the way they did, and give little indication of how this could play out in the future. The charts below highlight real GDP growth and...
