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With 2 full months of the year completed, the S&P 500 (SPY) is up +1.38% while the Barclay’s Aggregate is +2.76% YTD, leaving a 60% / 40% balanced portfolio up +1.93% YTD as...
Bespoke posted this chart on the breakout in the Stoxx 600 as well as the table of the “expected forward returns” to the Bespoke Report this week, and added a few other pages, but...
The point of the title of this blog post is meant to persuade readers not to abandon international equity investing, despite the 4.5% rally this past week in the S&P 500 and...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1100 | 1083 | 1189 | 1380 | 1735 | 1588 |
Fund Return | 10.03% | 8.32% | 18.93% | 11.33% | 11.65% | 4.73% |
Place in category | 44 | 29 | 18 | 15 | 35 | 106 |
% in Category | 9 | 8 | 4 | 3 | 11 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 56.8B | -0.18 | 15.79 | 17.17 | ||
JPMorgan Large Cap Growth Select | 22.61B | -0.23 | 15.51 | 16.87 | ||
JPMorgan Equity Income R6 | 19.87B | 6.25 | 7.98 | 9.90 | ||
JPMorgan US Equity R6 | 15.13B | 0.40 | 11.65 | 13.23 | ||
JPMorgan Equity Income Select | 13.93B | 6.20 | 7.71 | 9.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 40.34B | 9.46 | 7.83 | 4.82 | ||
Fidelity Series International VVV | 15.18B | 10.65 | 10.77 | 6.14 | ||
Causeway International Value Instl | 11.56B | 11.37 | 12.02 | 6.12 | ||
Vanguard International Value Inv | 12.28B | 6.12 | 4.57 | 4.68 | ||
DFA International Value I | 8.79B | 9.23 | 9.37 | 5.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Roche Holding Participation | CH0012032048 | 2.73 | 261.80 | -6.00% | |
Shell | GB00BP6MXD84 | 2.47 | 29.50 | -7.47% | |
HSBC | GB0005405286 | 2.24 | 760.00 | -5.55% | |
Mitsubishi UFJ Financial | JP3902900004 | 1.72 | 1,520.5 | -8.87% | |
BHP Group Ltd | AU000000BHP4 | 1.59 | 34.590 | -6.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Sell | Sell | BUY |
Summary | Strong Sell | Sell | Buy |
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