Friday, September 7, 2012

Week Ending 9/7/12 S&P 500, Asset Class & Sector Performance

*** The market obviously responded nicely to news out of Europe and hopes of QE3 (though I don't consider that bit of news positive).  Perhaps most noteable was the action on Wednesday before Thursdays big market move.  On Wednesday Small Caps surged.  It has been a while since small caps have led the way.  For the last two years we have been in a strong large cap S&P 500 market.  The moves we have been seeing recently are broad-based and I consider this a sign that the market has much more room to the upside.

S&P 500 Index 2.28%
Asset Classes Sectors
Domestic Large Cap Value 2.30% Technology 2.56%
Domestic Mid Cap Value 2.82% Consumer Discretionary 1.96%
Domestic Small Cap Value 3.36% Financials 3.22%
Foreign Large Cap Value 2.95% Telecom 2.47%
Foreign Small/Mid Value 2.86% Industrials 2.51%
Domestic Large Cap Growth 2.48% Utilities 1.64%
Domestic Mid Cap Growth 2.99% Natural Resources 3.86%
Domestic Small Cap Growth 3.38% Real Estate 1.42%
Foreign Large Cap Growth 2.61% Health Care 2.76%
Diversified Emerg Markets 2.48% Energy 2.41%
Gold & Precious Metals 6.08% Consumer Staples 1.32%
Real Estate 1.42%
Broad-Basket Commodities 1.06%
Europe Stock 3.75%
China Region 1.36%
Japan Stock -0.16%
Latin America Stock 3.85%
Jon R. Orcutt, founder of Allocation For Life, is an asset allocation strategist and author of “Master the Markets with Mutual Funds: A Common Sense Guide To Investing Success”; Manager/Creator of the AFL Model Portfolios available for members of Allocation For Life in self-directed accounts at Folio Investing