Year to Date
Defense +30
Gold +24
ARKK +23
Non-US Dividends +23
Non-US Developed +20
Bitcoin +15
Hussman +15
Emerging ex-China +15
Emerging: +13
Comms Sector +12
AI Stonks +12
Industrials +12
Global 80/20 +9
Utils +9
Global 60/40 +8
Financials +8
Sp500 +6
India +6
Tech +6
Value +5
Global 40/60 +5
Inter Treas +5
Materials +5
EM Debt +5
Junk +5
Inter TIPS +4
Staples sector +4
ST Junk +4
Inter Corps +4
ST Corps +4
MBS +4
ST TIPS +4
Equal Weight SP500 +4
LT Bonds +3
Money Market +2
Commercial Real Estate: +1
Energy +1
Small Cap -1
Healthcare -2
Retail: -2
Cons Discr -3
TSLA -20
Weed stonks -35
I suspect there is a massive amount of underpeformance out there. A buy and hold retirement portfolio returned 5% so far...I suspect many are trailing that because of April's panic. And lack of faith in overseas stocks.
Overseas is the star: 20+ plus in just 6 months! That 15-year-long overweight in US stocks has caught a lot of people on their back foot. Probably people will take years to get to equal weight overseas.
EM doing great too.
Small caps continue to suck wind...are they the next to roar back to life like overseas names? Hope so.
Hussman is a star: +15% in a strong environment is rare for them. Maybe they made money shorting the dip and then got long.
Global 80/20 is a star...returning 9% in just 6 months. Nice.
Animal spirits are roaring - ARKK +23%!