I'm gettting killed in my microcap portfolio - stocks down 5% or more. Yeaouch.
I think restarting NAFTA pulled all the money back into the big caps, after flooding into small caps for a year.
Clearly, investors are betting that Trump will blink on the trade war with China also, making multinationals look better now than they did a month ago.
Russel 2k is down around 5% from its 52 week highs. Not terrible but very different than the Sp500