Weekly Report: what happened at NTSX last week (0422-0426)?

Weekly Report: what happened at NTSX last week (0415-0419)?

NTSX: Stock-Bond Correlation Suggests Caution, But Reason For Optimism Ahead

The WisdomTree U.S. Efficient Core Fund ETF offers potential benefits for index investors when Treasury securities offset moves in the stock market. Through April 19, the domestic bond market is down by more than 3% and equities are moving in tandem. Inflation fears cast doubt on whether there will be any Fed rate cuts in 2024. The fund can be a real winner for investors if Treasury securities offer diversification compared to stocks.

AOA: Passive Bond-Equity Allocations Are Questionable

IShares Core Aggressive Allocation ETF is a fund of funds implementing a 80/20 allocation model in global equities and bonds. The AOA has an exposure to foreign securities of about 35%, which implies some currency risk. AOA strategies based on the negative correlation of stocks and bonds are questionable.

Weekly Report: what happened at NTSX last week (0408-0412)?

Weekly Report: what happened at NTSX last week (0401-0405)?

Weekly Market Pulse: A New Paradigm?

Weekly Report: what happened at NTSX last week (0325-0329)?

WisdomTree U.S. Efficient Core Fund declares quarterly distribution of $0.1050

Weekly Report: what happened at NTSX last week (0318-0322)?

Weekly Report: what happened at NTSX last week (0311-0315)?

Weekly Report: what happened at NTSX last week (0304-0308)?

Growing Divergences In Small Vs. Large Caps

Weekly Report: what happened at NTSX last week (0226-0301)?

Lessons From The Past On How To Position Equity Portfolios In A U.S. Presidential Election Year

The strongest year, by quite a margin, tends to be the third year in a presidential term. The presidential cycle suggests positive equity performance could be expected in the last nine months of 2024. The Third Year of a Presidential Term Is Usually the Strongest for Equity Markets.

Weekly Report: what happened at NTSX last week (0219-0223)?

Weekly Report: what happened at NTSX last week (0212-0216)?

Weekly Report: what happened at NTSX last week (0205-0209)?

Why U.S. Large Cap Growth's Banner Year Didn't Look The Same Across Index Providers

Methodology differences influence the classification of growth stocks. Russell 1000 Growth returned 42.68% in 2023 compared with 30.03% for the S&P 500 in 2022. US large-cap growth outshone the growth performance of value stocks in 2021 and 2023.

NTSX: A Leveraged Stock/Treasury Fund Mix