Sectors

The stock market is off to a poor start in 2003, with the S&P 500 down 4.4%, and the DJIA off 5.4%.

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History shows us a number of economic sectors besides technology which have also experienced broad swings as the tide of investor enthusiasm ebbs and flows.

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Based on the broad market comparators, the new year got off to a poor start.

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Despite the strong gains in Q4, the stock market ended 2002 down substantially.

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Renaming the Paid To Play Equity Portfolio this month. New name “Select Industries” Equity Portfolio better describes the methodology which drives the construction of this all-equity portfolio.

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The stock market rallied in October, with large cap growth stocks leading the way.

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September closed the door on a very ugly third quarter.

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During August, there was very little differential between the performance of the stock market indices we track.

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It was a very tough month to beat the S&P 500, as investors seemed to be selling everything in sight.

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Short sellers posted the only solid performance numbers this month. August lows may approach July’s, but a rebound may be around the corner. …..Make sure to take the cell phone to the beach, as the market has a habit of interrupting the beach holiday.

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There was essentially no group leadership during June.

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During May, the S&P 500 lost 0.9% and the DJIA lost 0.2%. The performance of the NASDAQ was once again dismal (-4.3%).

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It didn’t take much to beat the S&P 500 in April.

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For over a year, The Leuthold Group has been recommending investors focus on small/mid cap stocks. The best performing market comparators so far in 2002 have been S&P Small Caps and S&P Mid Caps.

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So far in 2002, the stock market has focused on one thing...solid fundamentals.

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There certainly was not much evidence of a “January effect” this year. Most of the market indices were down but the S&P Small Cap Index was up slightly.

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The stock market came to life in November, with the NASDAQ leading the way.

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The NASDAQ posted a strong 12.8% gain in October, and also leads the pack from the September 21st low with an 18.8% gain.

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Our Scanning table this issue focuses on the equity group performance following the September 11th terrorist attacks.

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It’s been a very difficult market, as there has been very little prolonged group leadership. This is to be expected near market bottoms, as investors are shifting assets quickly in these uncertain times.

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