September 2016 Market Insight

The monthly gains are in line with trends that have been in play since the beginning of this year and beyond, in some cases. It is impossible to say when one trend will end and another will begin; however, it is important to take note of what is going on in global financial markets in order try to identify the current trends, lest investors be caught off guard.

An investor should weight his or her portfolio toward those assets that he or she feels will perform best over the long-term, but should always beware of the risk of fighting the trend. This typically leads to a portfolio that is broadly diversified across the globe and across asset classes (cash, bonds, stocks, etc.). At Whitcomb & Hess, we pride ourselves on staying up to date on current trends, while weighting our client portfolios toward those asset classes that we believe will provide the greatest return on assets over the long-term.

Here is an update of major market returns for the month of September and year-to-date:

IndexSeptemberYTD
S&P 500 (US large cap)0.027.84
Russell 2000 (US small cap)1.1111.46
MSCI World ex USA (international stocks)1.223.12
Barclays US Aggregate Bond(0.06)5.80