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 | 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...
by J.J. Schenkelberg, CFA | Apr 10, 2023 | Market Commentary, News
2022 was a less than enjoyable year from an investment return standpoint. However, overall we are off to a nice start in 2023. Business continued to grow at Schenkelberg Investments. Despite the drop in investment values the past year, assets under management at the...
