Stock Indices

A recent UBS survey of 3,400 high net worth clients shows that the majority of respondents are preparing for a significant stock market correction by the end of next year.

Stocks typically rise going forward from this time of year and it is typically referred to as the year-end rally. in this time period. This article presents, and answers, a number of questions related to that effect, namely: a) How often does such a rally take place? b) How strong is such a rally? and, c) when is the best time for investors to enter the market?

Since the DJIA only lists 30 companies, many critics argue that is not an accurate representation of the overall market compared with other more inclusive indexes.

The NASDAQ-100 is a selection of the top valued companies within the NASDAQ, ranked by market capitalization...and is heavily weighted towards the tech sector

The DAX is a German blue-chip stock index made up of the 30 largest German companies making it, essentially, the German equivalent of the Dow Jones Industrial Average.

This index is one of the most frequently followed equity indicators as many traders consider it the best depiction of the U.S. stock market. 

Below is an updated look at the total return performance of the 10 Dogs of the Dow for 2019 versus the 20 non-Dogs. #munKNEE/Money! …As shown above, the 10 Dogs are up 16.34% so far this year, which is 150 basis points less than the gain of 17.8% for the non-Dogs. Below is a look at total return performance for Dow …

Founded in 1984, the Russell 2000 is a small-cap index representing about 8% of the total market profit of the Russell 3000 index and is weighted according to market capitalization. The index is broken down as follows:

As investors, we can form expectations of the future based on a number of factors and adjust our risk and investment thesis as we learn more and as the analyses below show, IF mean reversion occurs in price and valuations, then our expectations should be for losses over the coming 10 years. The analyses below offer substantial clues.

Research has found that investors using technical analysis had some performance advantage over those who didn’t use these methods. The research also found that the performance advantage was more evident during down markets. If that has piqued your interest, read on to learn more about a few of the more popular types of technical analysis.