Performance

A performance rundown for our equity market sectors (and other measures) ranked by May 1991 performance.

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We have surveyed the record of the S&P 500, examining performance in the first half and second half of each year. We focus here is on years with truly outstanding performance in the first half. What happened to the index in the subsequent six months?

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By our tabulations, 57% of the industry groups are still below their 1987 peaks even though the S&P 500 is 16% above its 1987 peak. Which industry groups are leading and which are lagging?

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In April, the media staged a Dow Jones 3000 celebration, but the stock market didn’t. After the April 17 close of 3004, the DJIA beat a hasty retreat with the S&P 500 following suit. By the end of April, the post 3000 decline took the market averages back down to where they started the month.

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The moving average was broken on the upside in March and relative performance was flat in April. In anticipation of this basic change in market focus our equity model has built up secondary stock exposure.

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A performance rundown for our equity market sectors (and other measures) ranked by April 1991 performance.

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For the month of April, higher quality long bonds turned in small fractional gains. The economic tea leaves were mixed, inflation numbers were good, the dollar held up and short term rates came down. However, a big pick up in new fixed income offerings seemed to satisfy investor demand.

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A performance rundown for our equity market sectors (and other measures) ranked by March 1991 performance - 62% of our sectors beat the S&P 500.

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A performance rundown for our equity market sectors (and other measures) ranked by February 1991 performance (75% of our sectors again beat the S&P 500 in February).

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A performance rundown for our equity market sectors (and other measures) ranked by January 1991 performance (80% of our sectors beat the S&P 500 in January).

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Once again secondary stocks have started out the New Year with a burst of strength. Is it for real this time? Or is it just another January false start for secondary stocks?

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The table on the next page is a performance ruddown for our equity market sectors (and other measures) ranked by 1990 performance (only 33% of our sectors beat the S&P 500 in 1990).

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Self examination can be good for the soul, so each year time is taken to look back over the preceding year or so, critically reviewing the significant studies, portfolio shifts and recommendations appearing in this publication. Including the good....and the bad.

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Finally! In November secondary stocks as a class, performed better than the S&P 500 and DJIA. One warm month for secondary stocks does not mean spring is here, but it may mean that spring is coming soon.

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A performance rundown for our equity market sectors and other measures ranked by November performance (75% of our sectors beat the S&P 500).

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A performance rundown for our equity market sectors and other measures ranked by October performance (only 31% of our sectors beat the DJIA).

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If you thought the third quarter of 1990 was bad in the U.S. stock market, think of those poor fellas in Tokyo. Of course if your universe is secondary stocks, it was worse than that.

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A performance rundown for our equity market sectors and other measures ranked by third quarter performance (only three of our sectors were up).

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A performance run down for our equity market sectors and other measures ranked by August 1990 performance (only the London gold price was up).

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A performance run down for our equity market sectors ranked by July 1990 performance. All screen based Quantitative Themes are included, both active and experimental.

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