Tag Archives: industrials
Commodities Performance Highlights – March 2019
It has been a noteworthy start to 2019 for commodities. The S&P GSCI was up 1.6% in March and up 15.0% YTD. The performance of the Dow Jones Commodity Index (DJCI) was more modest in March, up 0.1%, and it was up 7.5% YTD, reflecting its lower energy weighting. Petroleum prices were the standout driver…
- Categories Commodities
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New Additions to the S&P 500® Dividend Aristocrats® Class of 2019
The December 2018 rebalance of the S&P 500 Dividend Aristocrats added four new companies, with the changes effective at the open of Feb. 1, 2019. The new firms are Caterpillar Inc., Chubb Limited, People’s United Financial Inc., and United Technologies Corp. These four companies have the distinguishing characteristics that allow them to be eligible for…
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Stocks On Pace For The 6th Scariest October Ever
The S&P 500 is down 9.4% month-to-date as of the close on Oct. 29, 2018, and is on pace to record its worst Oct. since 2008 and its sixth worst Oct. based on history since 1928. The other years when the S&P 500 that lost more in Oct. than in Oct. 2018 (so far) happened…
- Categories Equities, S&P 500 & DJIA
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The Biggest Bull Didn’t Win
The big news in August was that the aging Bull market (since March 9, 2009) became the longest-running Bull market in S&P 500 history, as it posted an annualized 16.6% equity return and 19.1% with dividends, as my colleague, Howard Silverblatt pointed out. While the record-breaking Bull market for the S&P 500 is spectacular, mid-caps and…
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Growth Is Still Hot Only In Small Caps
In July, the total return of the S&P SmallCap 600 Growth was 3.75%, which was 1.15% higher than the total return of 2.60% generated by the S&P SmallCap 600 Value. This is interesting since typically growth does not outperform value in small caps when value outperforms growth in large and mid caps. (In July, the total…
- Categories Equities, S&P 500 & DJIA
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- Equities, S&P 500 & DJIA
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Dow Jones Industrial Average Q3 2015 Performance Report Card
The Dow Jones Industrial Average ended September at 16,284.70 – down 1,538.37 points year to date for a -8.63% return. Q3 2015 was the worst calendar quarter since Q3 2011. Leader & Laggard – Nike (NKE) was the biggest contributor during Q3; Goldman Sachs (GS) was the biggest detractor. Industry Performance – the Consumer Goods…
- Categories Equities, S&P 500 & DJIA
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- Equities, S&P 500 & DJIA
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High Quality Holding up Well
Although the broader S&P 500® was down 7.2% between July 1, 2015, and Sep. 1, 2015, not all related indices performed as poorly. Indeed, the S&P 500 High Quality Rankings Index was down just 5.3% during the same period. The S&P 500 High Quality Rankings Index is a benchmark with constituents that must earn an…
- Categories S&P 500 & DJIA
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