Weekly Report: what happened at ONOF last week (0506-0510)?

The More Things Stay The Same

Home Market Outlook Today's Market The More Things Stay The Same. The global economy has changed in many ways over the past 30 years. US large cap growth has been the runaway outperformer over this time period. Diversification, Risk and Return is the key to a successful portfolio.

Large-Cap Growth: Managing Risk And Seeking Consistent Returns

Home Investing Strategy Portfolio Strategy Large-Cap Growth: Managing Risk And Seeking Consistent Returns. William Blair’s Large Cap Growth strategy combines a disciplined focus on risk with an outsized factor factor approach. Large-cap passive funds do not have the ability to address the risks associated with their exposure to the largest index constituents.

Weekly Report: what happened at ONOF last week (0429-0503)?

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

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

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

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

Weekly Market Pulse: A New Paradigm?

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

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

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

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

Growing Divergences In Small Vs. Large Caps

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

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

Weekly Report: what happened at ONOF 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.