Weekly Market Recap

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

November 13th, 2020

Factor Analysis

Sector Analysis

What to Consider:

  • Stocks continued to perform well as all sectors finished higher to end the week
    • Energy and financial sectors had their best weeks of the year
      • Only sector remaining in the red on a 3-year scope
Closing Thoughts

  • First chart below shows the 3-year performance of DVY (dividend/value) versus the S&P500 (growth)
    • Value (DVY) continues its upward trajectory as it tries to close the gap
  • Second chart shows a 3-year comparison of the spread between the 2-Y and the 10-Y yields;
    • Fed continues to maintain guidance on low interest rates –
      • Historically, this has been a bullish indicator for financial markets

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

November 6th, 2020

Factor Analysis

Sector Analysis

What to Consider:

  • All three major indices ended higher as growth stocks had their biggest week since April
    • Bull market rolls on with growth leading the way
    • Fed continues to stress low interest rates in guidance
    • Uncertainty is beginning to subside with Biden expected to surpass the 270 electoral votes he needs to win
Closing Thoughts

  • First chart below shows the 1-month performance of DVY (dividend/value) versus the S&P500 (growth) as of last week-
  • Second chart shows the 1-month performance as of this week;
    • Growth stocks performed well as uncertainty subsides

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 30th, 2020

Factor Analysis

Sector Analysis

What to Consider:

  • All three major indexes saw their biggest weekly decline since the worst of the pandemic-inspired selloff back in March
    • COVID cases on the rise
    • Nervousness ahead of Tuesday’s presidential election (potential for an unclear outcome)
Closing Thoughts

  • Chart below shows the 1-month performance of DVY (dividend/value) versus the S&P500 (growth)
    • As we continue to see increased volatility, growth stocks are likely to end up taking the biggest hit
      • Moving forward, we will be watching long-term indicators to determine whether or not value can continue its recent outperformance

Past Performance is no guarantee of future results

All performance related metrics were gathered from Fidelity Research