Performance Year-To-Date {Market Sectors}

We will finish up our review of the  year-to-date performance covering different parts of the market based on our own unique view of asset allocation.  Today we'll finish up by showing various sectors and subsections that we think are representative of their various parts of the market.  Again this data is through October 4th 2017.  You can click on the chart above if you want to make it larger.  Performance chart is from Stockcharts.com, although the ETF selection is my own.  Also I believe the performance data shown above does not include dividends.  If I am correct then the total returns on these indices is actually better than what is shown above.

Once again we can see that growth and international exposure has been the world's fair in this year's market.  If you have both of these i.e healthcare and technology then you've outperformed.  Energy and its related components have been the losers.  Consumer staples have also been lapped in 2017 with the so called "Amazon effect" hurting some of these traditional names.  Concern with staples companies is that Amazon is hurting their margins by offering access to cheaper products.  More or less a market performer have been financials and this could potentially be an area to pay attention to as higher interest rates have the potential to help their bottom lines.

Back early next week.

*Long in client and personal accounts in some manner most of the sectors listed above with the exception of clean energy, transports and utilities.  Also Amazon is a component of certain ETFs we invest in for client and personal accounts.  Positions can change at any time without notice on this blog or via any other form of electronic communication.