by J.J. Schenkelberg, CFA | Jan 10, 2021 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 11.7% for the Fourth Quarter of 2020, bringing performance to 15.4% year-to-date in 2020. U.S. stocks outperformed international for the quarter as measured by the...
by J.J. Schenkelberg, CFA | Oct 12, 2020 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 8.9% for the Third Quarter of 2020, bringing performance to 5.6% year-to-date in 2020. U.S. stocks outperformed international for the quarter as measured by the...
by J.J. Schenkelberg, CFA | Oct 12, 2020 | Financial Planning, Market Commentary, Market Performance
John Maynard Keynes is a British economist credited with this quote in the 1930s. Over the years, I have written about evaluating investments through the quality of the business and the price we are willing to pay for it. Sometimes, as investors, we have to evaluate...
by J.J. Schenkelberg, CFA | Oct 12, 2020 | Market Commentary, Market Performance
Last quarter we discussed how the largest stocks in the Standard & Poor’s 500 Index are dominating stock market returns, helping drive S&P 500 returns versus stocks in the rest of the index and other major indices. Apple and Amazon continued to outperform in...
by J.J. Schenkelberg, CFA | Jul 9, 2020 | Financial Planning, Market Commentary, Market Performance
Have you ever ridden the Tornado-like amusement park ride where you stand against the wall and when the ride takes off it spins in circles so fast you defy gravity while your view appears to stay still in one central blur? It’s been well over 30 years since I’ve...
by J.J. Schenkelberg, CFA | Jul 9, 2020 | Market Commentary, Market Performance
Diversification is a key piece of a portfolio that is looking to control risk. Investopedia describes diversification as follows: “A diversified portfolio contains a mix of distinct asset types and investment vehicles in an attempt at limiting exposure to any single...
by J.J. Schenkelberg, CFA | Jul 9, 2020 | Market Commentary, Market Performance
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of +20.0% for the Second Quarter of 2020, following -19.9% return for the First Quarter of 2020. U.S. stocks outperformed international for the quarter as measured by...
by J.J. Schenkelberg, CFA | Apr 3, 2020 | Market Commentary, Market Performance
I hope this newsletter finds you well. It is amazing how the world can change in just a few months. The recent environment helps us remember what is most important in life—family, friends and health. A big thank you to my clients! It is a privilege to help you...
by J.J. Schenkelberg, CFA | Apr 3, 2020 | Financial Planning, Market Commentary
Anxiety has been high for all individuals across the globe. We are all worried about our health, the health of loved ones, the care of important health care workers and other individuals on the front lines. Not to mention the immediate scarcity of some grocery...
by J.J. Schenkelberg, CFA | Apr 3, 2020 | Market Commentary, Market Performance, Uncategorized
U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of -19.9% for the First Quarter of 2020. U.S. stocks marginally outperformed international for the quarter as measured by the iShares MSCI EAFE ETF, a representation of...
