Wednesday, December 11, 2013

Another View Of Asset Classes


I thought yesterday's asset class illustration was a bit too busy so I tried to clean it up today.  You'll have to pardon my first attempt at doing a screen grab.  {You can double click on the chart to make it bigger.}At any rate the chart above shows the S&P 500's performance via the ETF SPY versus representative ETFs from other asset classes in 2013.  US stocks and certain selected foreign markets have been about the only place to be this year.  The fear of rising interest rates has really put a crimp on almost everything else.

ETFs from left to right with approximate color representation:

SPY        S&P 500 SPDR {+30.97%}*
GLD       SPDR Gold Trust {-24.12%}*  
TLT        iShares 20 Year Treasury {-13.46%}
VWO     Vanguard Emerging Markets {-3.40%}*
JNK        SPDR High Yield Bond Fund {+5.84%}*
BND      Vanguard Total Bond Fund {-1.71%}
VNQ      Vanguard Reit {+4.20%}*
DEM      Emerging Markets High Yield Equity {-5.38%}*

*Indicates ETFs we may hold a position in for both clients and personal accounts.