Performance Across Various Asset Classes

Year to date performance charts showing different asset classes that we follow by ETFs.  Charts are from Stockcharts.com.  You can double click on each to make them larger.  The first chart below shows the various sectors in the S&P 500.  The S&P 500 may be up nearly 14% in 2014 but it is a very narrow rally carried by "Big Cap" technology and health care names.  Low interest rates have goosed utilities while the decline in oil has butchered the oil patch.

In this subset of our asset class universe you can see that "Big Cap" stocks across different indices are the belles of the ball {S&P 500-SPY, NASDAQ-ONAQ & Total Market-VTI} along with REITS {VNQ}.  Global markets have struggled.

Below we see that emerging markets have done better then their press has suggested as have 20 year bond ETFs.  Other bond funds have seen mediocre returns.  Gold along with other commodities has hit the skids.

*We are long various ETFs depicted above in client and or personal accounts.  Positions can vary in accounts depending on account strategy and the unique risk/reward characteristics of our clients.