Domestic Groups

Performance of the Select Industries Portfolio was very impressive during November (+10.7%), and easily outperformed the S&P 500 (+4.0%).

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Rationale For “Small Group” Equity Portfolio Holding

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Many of the past summer’s trends reversed last month, as September saw a bounce in “smid” caps and in the tech sector.

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August produced very little movement in the major market indices, which was not so bad considering a difficult July.

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May’s late rally extended into June to the delight of market bulls.

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The best performing groups in May were some of the YTD worst performers.

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Small and Mid Caps stumbled hard in a brutal month of trading and the major indices didn’t do much better. In March, we noted the lack of strong sector trends among the best and worst performing groups. This definitely reversed in April.

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This month, we thought it may be interesting to revisit the Nanotechnology group, which has continued to attract a high level of interest from investors and speculators alike.

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Small and Mid Caps continued to outperform in March, with the S&P Small and Mid Cap both producing positive returns.

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Investors reversed course from January with several of last month’s top performers becoming February’s worst performers.

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Market character changed in February, with investors focusing on less risky groups. High beta stocks, which had been leading for most of 2003 and early 2004, were the big laggers in February. Winners in February were conservative low beta issues.

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The equity markets began the year with a very solid performance.

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The equity markets ended the year with a bang, turning in very strong December performance.

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This month’s “Dreams & Nightmares” shows the best and worst performing equity groups in 2003. Be careful about buying 2003’s big winners. A better strategy can be achieved by buying the year’s biggest losers.

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The equity markets finished strong in November, after slumping throughout much of the month.

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November  correction we anticipated never materialized. December could be frosting on the cake as the last month of a very good stock market year.

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The equity markets turned in strong October performance. Only 4 of 150 groups had negative performance in October.

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The equity market took a breather in September.

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The equity market continued its strong performance in August.

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The equity market resumed its strong performance in July.

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