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The week that was, global etf's, various categories + heat map. Week ending May 17, 2024.
The graphic is set for the 5 days ending April 19, Friday; for the best to worst % returns in select etf categories. One may then also select the one month column to align the one month return best to worst; or for the other listed time frame columns. ADD an etf performance of your choosing, if you desire. ***
*** Requested ADD: For the week and YTD --- MINT = +.08% / +1.98% Pimco Ultra Short Term Enhanced Bonds --- EWW = -3.75% / -4.36% (I Shares, Mexico)
MMKT note: Fidelity mmkt's yields remain unchanged this week, with core acct's yields at 4.95% (SPAXX) and 4.98% (FDRXX).
NOTE: The broad U.S. equity and bond sectors finished the week with losses in many sectors. Not a pretty week for the hold tight portfolio. Equity: The 'big' worst was the growth areas. Using 7 large funds with exposure to tech., semi conductors and related found an average of -7% for the week. Bond funds ranged from +.08% to a -2.2%, with the ultra short term being the best and the very long term being the worst sectors.
NEW: 1 week 'heat map' by sectors. This is an interactive graphic. You may hover the computer pointer over the various blocks to view portions of sectors and/or stocks within those sectors. NOTE: to the left of the graphic, one may change the 1 week performance drop down menu to another time frame. Another example: at the left edge of the graphic, select exchange traded funds and then 1 week or a time period of your choice.
The graphic is set for the 5 days ending April 26, Friday; for the best to worst % returns in select etf categories. One may then also select the one month column to align the one month return best to worst; or for the other listed time frame columns. ADD an etf performance of your choosing, if you desire. ***
*** Requested ADD: For the week and YTD --- MINT = +.09% / +2.08% Pimco Ultra Short Term Enhanced Bonds --- EWW = +3.02% / -1.47% (I Shares, Mexico)
MMKT note: Fidelity mmkt's yields remain unchanged this week, with core acct's yields at 4.95% (SPAXX) and 4.98% (FDRXX).
NOTE: The broad U.S. equity and bond sectors finished the week with mixed performance in many sectors. Equity:The 'big' best was again the growth areas. Using 5 large funds with exposure to tech., semi conductors and related found an average of +5.66% for the week. Semi conductor growth being the very best sector. Bond funds ranged from +.09% to a -1.6%, with the ultra short term being the best and the very long term being the worst sectors. *** While I focus on U.S. equity and bonds; CHINA (FXI, China large cap etf) had a big awakening this week of +7.8%. This is the first large positive move in a long time frame. I can not provide a reference for this large move; as I have not investigated this action.
NEW: 1 week 'heat map' by sectors. This is an interactive graphic. You may hover the computer pointer over the various blocks to view portions of sectors and/or stocks within those sectors. NOTE: to the left of the graphic, one may change the 1 week performance drop down menu to another time frame. Another example: at the left edge of the graphic, select exchange traded funds and then 1 week or a time period of your choice.
The graphic is set for the 5 days ending May 3, Friday; for the best to worst % returns in select etf categories. One may then also select the one month column to align the one month return best to worst; or for the other listed time frame columns. ADD an etf performance of your choosing, if you desire. ***
*** Requested ADD: For the week and YTD --- MINT = +.12% / +2.21% Pimco Ultra Short Term Enhanced Bonds --- EWW = -.07% / -1.55% (I Shares, Mexico)
MMKT note: Fidelity core mmkt's yields remain basically unchanged this week, with core acct's yields at 4.96% (SPAXX) and 4.99% (FDRXX).
NOTE: The broad U.S. equity and bond sectors finished the week with generally positive performance in many sectors through a very erratic market week. China large cap (FXI etf) , had a second week of 'performance+'. Bonds in many sectors ended the total week performance with decent gains. Bond funds ranged from +.12% to a +2.77%, with the ultra short term being the lowest positive (as expected) and the very long term being the best sectors. See the 'graphic' link at the beginning of this write for details of weekly returns.
NEW: 1 week 'heat map' by sectors. This is an interactive graphic. You may hover the computer pointer over the various blocks to view portions of sectors and/or stocks within those sectors. NOTE: to the left of the graphic, one may change the 1 week performance drop down menu to another time frame. Another example: at the left edge of the graphic, select exchange traded funds and then 1 week or a time period of your choice.
The graphic is set for the 5 days ending May 10, Friday; for the best to worst % returns in select etf categories. One may then also select the one month column to align the one month return best to worst; or for the other listed time frame columns. ADD an etf performance of your choosing, if you desire. ***
*** Requested ADD: For the week and YTD --- MINT = +.09% / +2.3% Pimco Ultra Short Term Enhanced Bonds --- EWW = +2.5% / +.91% (I Shares, Mexico)
MMKT note: Fidelity core mmkt's yields remain basically unchanged this week, having .01% yields downward, with core acct's yields at 4.95% (SPAXX) and 4.98% (FDRXX).
NOTE: The broad U.S. equity and bond sectors finished the week with generally positive performance in many sectors through a very erratic market week. China large cap (FXI etf) , had another week of 'performance+', with a +15.6 YTD; as well as DXJ etf(Japan large cap), which is now +23.9 YTD. Bonds in many sectors ended the total week performance with mixed gains. Bond funds ranged from +.09% to a +.73%, with the ultra short term being the lowest positive (as expected) and the very long term being the best sectors. See the 'graphic' link at the beginning of this write for details of weekly returns.
NEW: 1 week 'heat map' by sectors. This is an interactive graphic. You may hover the computer pointer over the various blocks to view portions of sectors and/or stocks within those sectors. NOTE: to the left of the graphic, one may change the 1 week performance drop down menu to another time frame. Another example: at the left edge of the graphic, select exchange traded funds and then 1 week or a time period of your choice.
The graphic is set for the 5 days ending May 17, Friday; for the best to worst % returns in select etf categories. One may then also select the one month column to align the one month return best to worst; or for the other listed time frame columns. ADD an etf performance of your choosing, if you desire.
*** Requested ADD: For the week and YTD --- MINT = +.13% / +2.43% Pimco Ultra Short Term Enhanced Bonds --- EWW = +.72% / +1.64% (I Shares, Mexico)
MMKT note: Fidelity core mmkt's yields remain unchanged this week, with core acct's yields at 4.95% (SPAXX) and 4.98% (FDRXX).
NOTE: A slightly lower CPI moved the U.S. equity/bond sectors. The Wednesday report saw solid gains, with some pull back at the weeks end.The broad U.S. equity and bond sectors finished the week with generally positive performance in most sectors through an erratic market week, with 'growth and tech.' again having the edge up. China large cap (FXI etf), had another week of 'performance+', with a +22 YTD; as well as DXJ etf (Japan large cap hedged), which is now +24.1 YTD. * China is pumping large amounts of monies into that economy. Bonds in most sectors ended the total week performance with positive gains. Bond funds ranged from +.13% to a +2%, with the ultra short term being the lowest positive (as expected) and the very long term being the best sectors. See the 'graphic' link at the beginning of this write for details of weekly returns.
NEW: 1 week 'heat map' by sectors. This is an interactive graphic. You may hover the computer pointer over the various blocks to view portions of sectors and/or stocks within those sectors. NOTE: to the left of the graphic, one may change the 1 week performance drop down menu to another time frame. Another example: at the left edge of the graphic, select exchange traded funds and then 1 week or a time period of your choice.
Comments
ADD an etf performance of your choosing, if you desire. ***
*** Requested ADD: For the week and YTD
--- MINT = +.08% / +1.98% Pimco Ultra Short Term Enhanced Bonds
--- EWW = -3.75% / -4.36% (I Shares, Mexico)
MMKT note: Fidelity mmkt's yields remain unchanged this week, with core acct's yields at 4.95% (SPAXX) and 4.98% (FDRXX).
NOTE: The broad U.S. equity and bond sectors finished the week with losses in many sectors. Not a pretty week for the hold tight portfolio. Equity: The 'big' worst was the growth areas. Using 7 large funds with exposure to tech., semi conductors and related found an average of -7% for the week. Bond funds ranged from +.08% to a -2.2%, with the ultra short term being the best and the very long term being the worst sectors.
NEW: 1 week 'heat map' by sectors. This is an interactive graphic. You may hover the computer pointer over the various blocks to view portions of sectors and/or stocks within those sectors. NOTE: to the left of the graphic, one may change the 1 week performance drop down menu to another time frame. Another example: at the left edge of the graphic, select exchange traded funds and then 1 week or a time period of your choice.
Remain curious,
Catch
ADD an etf performance of your choosing, if you desire. ***
*** Requested ADD: For the week and YTD
--- MINT = +.09% / +2.08% Pimco Ultra Short Term Enhanced Bonds
--- EWW = +3.02% / -1.47% (I Shares, Mexico)
MMKT note: Fidelity mmkt's yields remain unchanged this week, with core acct's yields at 4.95% (SPAXX) and 4.98% (FDRXX).
NOTE: The broad U.S. equity and bond sectors finished the week with mixed performance in many sectors. Equity:The 'big' best was again the growth areas. Using 5 large funds with exposure to tech., semi conductors and related found an average of +5.66% for the week. Semi conductor growth being the very best sector. Bond funds ranged from +.09% to a -1.6%, with the ultra short term being the best and the very long term being the worst sectors.
*** While I focus on U.S. equity and bonds; CHINA (FXI, China large cap etf) had a big awakening this week of +7.8%. This is the first large positive move in a long time frame. I can not provide a reference for this large move; as I have not investigated this action.
NEW: 1 week 'heat map' by sectors. This is an interactive graphic. You may hover the computer pointer over the various blocks to view portions of sectors and/or stocks within those sectors. NOTE: to the left of the graphic, one may change the 1 week performance drop down menu to another time frame. Another example: at the left edge of the graphic, select exchange traded funds and then 1 week or a time period of your choice.
Remain curious,
Catch
ADD an etf performance of your choosing, if you desire. ***
*** Requested ADD: For the week and YTD
--- MINT = +.12% / +2.21% Pimco Ultra Short Term Enhanced Bonds
--- EWW = -.07% / -1.55% (I Shares, Mexico)
MMKT note: Fidelity core mmkt's yields remain basically unchanged this week, with core acct's yields at 4.96% (SPAXX) and 4.99% (FDRXX).
NOTE: The broad U.S. equity and bond sectors finished the week with generally positive performance in many sectors through a very erratic market week. China large cap (FXI etf) , had a second week of 'performance+'. Bonds in many sectors ended the total week performance with decent gains. Bond funds ranged from +.12% to a +2.77%, with the ultra short term being the lowest positive (as expected) and the very long term being the best sectors. See the 'graphic' link at the beginning of this write for details of weekly returns.
NEW: 1 week 'heat map' by sectors. This is an interactive graphic. You may hover the computer pointer over the various blocks to view portions of sectors and/or stocks within those sectors. NOTE: to the left of the graphic, one may change the 1 week performance drop down menu to another time frame. Another example: at the left edge of the graphic, select exchange traded funds and then 1 week or a time period of your choice.
Remain curious,
Catch
ADD an etf performance of your choosing, if you desire. ***
*** Requested ADD: For the week and YTD
--- MINT = +.09% / +2.3% Pimco Ultra Short Term Enhanced Bonds
--- EWW = +2.5% / +.91% (I Shares, Mexico)
MMKT note: Fidelity core mmkt's yields remain basically unchanged this week, having .01% yields downward, with core acct's yields at 4.95% (SPAXX) and 4.98% (FDRXX).
NOTE: The broad U.S. equity and bond sectors finished the week with generally positive performance in many sectors through a very erratic market week. China large cap (FXI etf) , had another week of 'performance+', with a +15.6 YTD; as well as DXJ etf(Japan large cap), which is now +23.9 YTD. Bonds in many sectors ended the total week performance with mixed gains. Bond funds ranged from +.09% to a +.73%, with the ultra short term being the lowest positive (as expected) and the very long term being the best sectors. See the 'graphic' link at the beginning of this write for details of weekly returns.
NEW: 1 week 'heat map' by sectors. This is an interactive graphic. You may hover the computer pointer over the various blocks to view portions of sectors and/or stocks within those sectors. NOTE: to the left of the graphic, one may change the 1 week performance drop down menu to another time frame. Another example: at the left edge of the graphic, select exchange traded funds and then 1 week or a time period of your choice.
Remain curious,
Catch
ADD an etf performance of your choosing, if you desire.
*** Requested ADD: For the week and YTD
--- MINT = +.13% / +2.43% Pimco Ultra Short Term Enhanced Bonds
--- EWW = +.72% / +1.64% (I Shares, Mexico)
MMKT note: Fidelity core mmkt's yields remain unchanged this week, with core acct's yields at 4.95% (SPAXX) and 4.98% (FDRXX).
NOTE: A slightly lower CPI moved the U.S. equity/bond sectors. The Wednesday report saw solid gains, with some pull back at the weeks end.The broad U.S. equity and bond sectors finished the week with generally positive performance in most sectors through an erratic market week, with 'growth and tech.' again having the edge up. China large cap (FXI etf), had another week of 'performance+', with a +22 YTD; as well as DXJ etf (Japan large cap hedged), which is now +24.1 YTD. * China is pumping large amounts of monies into that economy. Bonds in most sectors ended the total week performance with positive gains. Bond funds ranged from +.13% to a +2%, with the ultra short term being the lowest positive (as expected) and the very long term being the best sectors. See the 'graphic' link at the beginning of this write for details of weekly returns.
NEW: 1 week 'heat map' by sectors. This is an interactive graphic. You may hover the computer pointer over the various blocks to view portions of sectors and/or stocks within those sectors. NOTE: to the left of the graphic, one may change the 1 week performance drop down menu to another time frame. Another example: at the left edge of the graphic, select exchange traded funds and then 1 week or a time period of your choice.
Remain curious,
Catch