One Year Returns
Energy +46
Utils +13
Tesla +10
Hussman +10
Staples sector +1
ST TIPS -3
Wisdom Tree Div fund: -5
Value -6
Gold -6
Healthcare -6
COWZ -7
Schwab div ETF -7
Short term junk -8
Short term corps -8
TIPS -10
CLean energy -10
Treasuries -12
Junk -14
Industrials -14
Materials -14
SPX -16
Financials -17
Global 60/40 -18
REITs -19
USA -19
Inv Qual Corps -20
Small Caps -22
VXX -22
Cons Discr -24
Tech -24
Emerging -24
Non-US developed: -27
Retail -37
China -39
Comms Sector -39
GME -48
BTC -55
Weed: -68
ARKK -68
Peloton -91
A weird once-in a lifetime where the most expensive major stock on the planet matches a bear fund. (hussman)
Have to see value as doing very very well. My biggest holding is a value fund that is up a percent over the last year. Everyone wrote off value but look at this.
A 60/40 fund down 18% really hurts. Worst since the depression from what I understand.
Dividends also did very well.
Despite everyone mocking gold....-6 ain't bad.
Don't buy and hold VXX
The most shocking is that -20% Investment quality corps. We'll never see that again.
Short term junk bonds seem to be doing their job at delivering 3/4 return at 1/2 the risk. Or something like that.
Consumer staples did exactly what they are supposed to do: protect against down stock markets. But they are down 8% in a month....looks like they are selling even staples now. Ouch.
In the end, a -20% stock market over a year is hardly news. But a -14% bond market is a stunner. Sure hurt me. Although I suppose you could say bonds still did better than stocks.