Weekly Report: what happened at IWV last week (0715-0719)?

Rotation: A key phrase in financial markets right now

The Russell 2000 index has advanced 11% over the last five trading days. The Russell 2000 is a small-cap index that tracks a group of 2,000 U.S. Stocks. The Dow Jones Industrial Average closed above 41,000 on Tuesday. A rotation in the market appears to be picking up steam.

Weekly Report: what happened at IWV last week (0708-0712)?

Weekly Report: what happened at IWV last week (0701-0705)?

2024 Russell Reconstitution Commentary

Investable US equity market increased in size, with the total market cap of the Russell 3000 Index up 20% from $44.2 trillion to $53.0 trillion. The Russell US Indexes are designed to reflect the ever-changing U.S. Equity market. The largest ten companies in the Russell index shuffle positions.

AI megacap stocks face a tough valuation test this earnings season

AI megacap stocks face a tough valuation test this earnings season. Sales growth for AI-related stocks is expected to have cooled in Q2 and continue through the end of the year. Nvidia, Microsoft, Amazon and others will see a slowdown in sales growth. The five mega-cap tech stocks trade at 8x EV/sales.

Weekly Report: what happened at IWV last week (0624-0628)?

Weekly Report: what happened at IWV last week (0617-0621)?

Unprofitable growth stocks with a path to profitability - GS

Weekly Report: what happened at IWV last week (0610-0614)?

Applied Optoelectronics set to join Russell 3000 index

Tech Applied Optoelectronics set to join Russell 3000 index Jun. 11, 2024. The annual Russell US Indexes reconstitution captures the 4,000 largest U.S. Stocks. Applied optoelectronic, Inc. (AAOI) StockIWV will join the broad-market Russell 3000 Index.

Weekly Report: what happened at IWV last week (0603-0607)?

DFAC: An Equivalent To A Broad Market ETF

Dimensional U.S. Core Equity 2 ETF is an actively managed fund with a tilt to value and profitability. DFAC is cheaper than the Russell 3000 index regarding valuation ratios. Fund's performance has closely followed the benchmark. The fund is an equivalent to a broad market ETF.

ETFs Worth a Look on Russell Indexes' Shake-Up

Weekly Report: what happened at IWV last week (0527-0531)?

IWV: Future Performance Will Likely Remain Slightly Inferior To The S&P 500 Index

IShares Russell 3000 ETF has slightly underperformed the S&P 500 index in the past and is expected to continue to do so in the future. IWV's inclusion of mid-cap and small-cap stocks has impacted its long-term performance. The fund's valuation is more expensive than last year.

Aemetis, ARQ among energy and utility sector additions in Russell 3000; ESS Tech, Artesian removed

Energy Aemetis, ARQ among energy and utility sector additions in Russell 3000; ESS Tech, Artesian removed May 30, 2024. The Russell 3000 Index has released a preliminary list of additions and deletions as part of its annual reconstitution. About 225 securities are expected to be added and 144 will be deleted from the index.

Layoffs mentions by Russell 3000 companies are elevated but trending lower vs history

Layoffs mentions by Russell 3000 companies are elevated but trending lower vs history. On a year-over-year basis, the trend is moving lower. These mentions are headed by tech companies, health care, and financials. The trend reached 200% during the 2008-2009 recession.

Weekly Report: what happened at IWV last week (0520-0524)?

Weekly Report: what happened at IWV last week (0513-0517)?