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Well thank goodness that’s over with – February that is. Now on to March and hoping for something better. This piece will take a look at some sectors that have a...
Orwell famously wrote that some animals are more equal than others. As it turns out, during certain months some stock-market sectors are more equal than others. Let’s take a...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1249 | 1112 | 1320 | 1115 | 1938 | 4020 |
Fund Return | 24.88% | 11.21% | 32% | 3.69% | 14.15% | 14.93% |
Place in category | 16 | 32 | 26 | 27 | 15 | 3 |
% in Category | 37 | 55 | 51 | 55 | 40 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 28.05 | 11.42 | 13.34 | ||
Fidelity Contrafund | 140.4B | 37.26 | 11.61 | 15.33 | ||
Fidelity Contrafund K | 12.59B | 37.40 | 11.71 | 15.44 | ||
Fidelity Total Market Index Instl b | 104.68B | 27.73 | 10.41 | 12.84 | ||
Fidelity Blue Chip Growth | 67.04B | 37.89 | 9.30 | 17.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JNL/Mellon Capital Consumer Brandsa | 1.52B | 24.45 | 3.36 | 13.17 | ||
Fidelity Select Leisure | 688.13M | 26.33 | 14.93 | 13.01 | ||
Vanguard Consumer Discretionary Idx | 699.92M | 24.25 | 4.21 | 13.85 | ||
Fidelity Consumer Discretionary M | 39.73M | 22.43 | 3.89 | 11.44 | ||
Fidelity Advisor Consumer Discret | 241.05M | 22.75 | 4.17 | 11.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 24.39 | 224.19 | +1.80% | |
Home Depot | US4370761029 | 7.67 | 389.18 | +0.19% | |
Lowe’s | US5486611073 | 6.81 | 248.48 | +0.61% | |
Walmart | US9311421039 | 5.93 | 90.78 | +0.87% | |
Costco | US22160K1051 | 4.27 | 916.58 | +0.74% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Strong Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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