Monthly Archives: May 2018

ETF & Mutual Fund Watchlist for May 30, 2018

Small-caps and technology marched higher over the past week, while large-caps dipped. The Russell 2000 pushed into record territory on Wednesday. Consumer discretionary and technology shares led on the week. Amazon (AMZN) accounted for roughly half of the consumer discretionary … Continue reading »

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The ETF Investor Guide for May 2018

The May Issue of the ETF Investor Guide is AVAILABLE NOW! - Links to the May Data Files have been posted below - Market Perspective: Earnings Growth Appears Strong - Index trailed with a 0.31 percent return, hurt by the rising U.S. dollar. The 10-year Treasury yield hit a new 7-year high, and oil ...more
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Global Momentum Guide for May 28, 2018

Click Here to view today's Global Momentum Guide -   - WEEKLY SECTOR MOVERS - The Nasdaq advanced 1.08 percent last week, the S&P 500 Index 0.31 percent, the Dow Jones Industrial Average 0.15 percent and the Russell 2000 Index 0.02 percent. The MSCI EAFE declined 1.60 percent. The Nasdaq ...more
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Market Perspective for May 25, 2018

The Nasdaq led equities higher over the past week. Technology gained 1.08 percent this week. SPDR Technology (XLK) advanced 1.26 percent and SPDR Consumer Discretionary (XLY) rose 1.21 percent. Utilities led S&P 500 sector performance.  A dip in interest rates … Continue reading »

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ETF & Mutual Fund Watchlist for May 23, 2018

The Russell 2000 Index continued its outperformance this week. Small-caps typically outperform during periods of U.S. dollar strength as they have less foreign exposure. The rest of the market is likely to follow to new highs, as the Russell typically … Continue reading »

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The Investor Guide to Vanguard Funds for May 2018

The Investor Guide to Vanguard Funds for May is NOW AVAILABLE! - Links to the May data files are posted below. Market Perspective: Economic Indicators Remain Positive - Inflation expectations have held steady over the past month at 2.2 percent over the next five years. The consumer price index rose ...more
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Market Perspective for May 21, 2018

Equities rebounded on Monday after weekend trade negotiations between the U.S. and China. Boeing (BA) and Caterpillar (CAT) both jumped on the news. SPDR Industrials (XLI) was by far the best performing sector fund on the day, and the Dow … Continue reading »

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Global Momentum Guide for May 21, 2018

Click Here to view today's Global Momentum Guide -   - WEEKLY SECTOR MOVERS - The Russell 2000 Index gained 1.23 percent last week. The Dow Jones Industrial Average declined 0.46 percent, the S&P 500 Index 0.54 percent, the MSCI EAFE 0.61 percent and the Nasdaq 0.66 percent. The Nasdaq has ...more
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Market Perspective for May 18, 2018

The Russell 2000 led the market this week with a 1.23-percent gain. SPDR Industrials (XLI) advanced 0.83 percent, but SPDR Technology (XLK) lost 1.45 percent. Brent crude oil topped $80 for the first time in years. SPDR Energy (XLE) advanced … Continue reading »

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ETF & Mutual Fund Watchlist for May 16, 2018

Equities rallied this week. The Dow, S&P 500 and Russell 2000 all saw similar returns, while the Nasdaq gained about half as much. Healthcare was by far the week’s best performing sector, led by pharma. Micron (MU) and Qualcomm (QCOM) … Continue reading »

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