Tag Archives: jodie gunzberg

Big Things Come In Small Packages – Part 4

Though the large-caps continue to rally more than the small-caps on the back of their biggest annual outperformance since 1999, small-caps persistently outperform mid and large-caps over longer periods of time, as shown below in the chart and in part 2 of this blog series. This has been shown by many researchers, most notably by Read more […]

Big Things Come In Small Packages – Part 3

If you found a small-cap fund with a 23 year track-record that performed in the top 10th percentile of its peers over a 3-, 5-, 10-, and 15-year period, might you consider investing?  How about if you found out it was also a fraction of the price of its peer group?  Sounds pretty attractive, but Read more […]

Big Things Come In Small Packages – Part 2

Not all indices are created equally, especially those representing US small-cap equities.  Many investors are surprised to learn that the S&P SmallCap 600 has outperformed the Russell 2000 by 2% annualized since inception (Dec. 31, 1994.)  This outperformance is persistent through different time periods, bull and bear market cycles, and with less risk.  The performance Read more […]

Big Things Come In Small Packages – Part 1

Sometimes first isn’t better, and sometimes bigger isn’t better.  In this case, first and bigger are mostly worse.  Here’s some background behind the launch timing of the Russell 2000 versus the S&P SmallCap 600.  The timing and business around the Russell 2000 launch really helped the popularity of the index, but with an extra decade’s Read more […]

Large Caps and Growth Outperformed By Most Since 1999

In December, the S&P 500 (TR) gained 1.1%, posting its 14th consecutive monthly gain, the longest monthly streak on record (data since Sep. 1989.) Also, the S&P MidCap 400 (TR) gained 0.2%, while the S&P SmallCap 600 (TR) lost 0.5%, bringing the 2017 performance to a respective 21.8%, 16.2% and 13.2% for the S&P 500 (TR), S&P MidCap 400 Read more […]

Financials Beating Tech Twice Is Rare, So Positioning Matters

Historically, the sectors of Information Technology (Tech) and Financials have moved in cycles with Tech mostly outperforming since 2008.  In the past 10 years (data ending Dec. 12, 2017,) Tech has outperformed annualized by 8.2% and the outperformance has been solid until last month.  The levels hit their widest spread on Nov. 27, but the Read more […]

Why Mixing Media With Telecom Grows Communication

The means by which we communicate has grown over the past several years as a result of integration between telecommunications, media, and internet companies.  In response, S&P Dow Jones Indices and MSCI recently announced the expansion of the Telecommunications Services Sector into a new Communication Services Sector to be implemented after the close on Friday, September 28, 2018.  While the companies Read more […]

Tuition Inflation: Indexing the Rising Cost of College

Costs associated with college tuition and fees have far outpaced general U.S. inflation, so for individuals saving for college, the ability to accurately measure and potentially keep pace with tuition inflation is important.  Recently, in this video, S&P Dow Jones Indices joined with Enduring Investments to discuss the newly launched S&P Target Tuition Inflation Index.  Below is a summary of the questions and Read more […]

TIPS Improve Income Stability For Lifestyle Goals

Commodities are a direct way to protect against inflation since they are the natural resources that build society.  The same food and energy that is in CPI (Consumer Price Index from the Bureau of Labor Statistics,) is in the commodity indices like the S&P GSCI and DJCI, and more energy has provided more inflation protection since energy is Read more […]

Diwali Gold Buying May Be The Safest Since 1996

In light of the gold buying tradition for the upcoming Diwali festival in India, many might be wondering how valuable their gifts may be based on the price of gold.  Several factors influence the price of gold that make timing gold as an investment difficult; however, now there might be upside potential for gold, especially since its Read more […]