Weekly Market Recap

Check out our Weekly Market recap for performance related metrics, including analysis’ on factors and sectors of the market

October 23rd, 2020

Factor Analysis

Sector Analysis

What to Consider:

  • Defensive sectors performed well this past week
  • Notable dips include the technology and Consumer discretionary sectors – both of which have performed well long-term
Closing Thoughts

  • Growth continues to outperform value on a long term basis
  • Chart below shows the 6-month performance of DVY (dividend/value) versus the S&P500 (growth)
    • Performance spread is beginning to narrow
      • is it value’s time to shine?

Past Performance is no guarantee of future results

All performance related metrics were gathered from Fidelity Research

Weekly Market Recap

Check out our Weekly Market recap for performance related metrics, including analysis’ on factors and sectors of the market

October 16th, 2020

Factor Performance

Sector Performance
 
Sector Analysis

What to Consider:

  • Technology continues to lead the way
  • Energy continues to underperform
Closing Thoughts

  • Growth continues to outperform value
    • Chart below shows the 3-year performance of DVY (Dividend payers) versus the Nasdaq (growth)

Past Performance is no guarantee of future results

All performance related metrics were gathered from Fidelity Research