Charting Last Week (3/21 - 3/24/16)

The Daily Leading Index increased by 0.02% percentage points to 2.28%. The Daily Coincident Index is at 2.60%. The Daily Leading Index page on the tab above is updated daily during the week.

Stock prices were down for the week while bond prices were mostly up. The charts below show the normal trading ranges for various indices for the last six months. I have updated the charts to include all of the asset classes that I track. The red (or green) area indicates 2-3 standard deviations above (or below) the normal 21 day trading range. The gray area indicates 1-2 standard deviations above (or below) the normal 21 day trading range.

The Leading Indicator for International Developed Markets (EFA) decreased by 0.23% percentage points to 0.39%. The Leading Indicator for International Emerging Markets (EEM) is at 2.35%. On the chart below, you can click on the blue and red buttons to see the Leading Indicator growth rate and an ETF for each country.

All information, data and analysis provided by this website is for informational purposes only and is not a recommendation to buy or sell any security.   Click here for more details.

These charts have limitations.  Economic data is often revised after the fact.  The market is forward looking and anticipates future events.  The unexpected can and will happen.  The market is continually changing.  The conditions of the past are different from the present.  Past performance is not an indication of future performance.

Charting Last Week (3/14 - 3/18/16)

The Daily Leading Index increased by 0.04% percentage points to 2.26%. The Daily Coincident Index is at 2.60%. The Daily Leading Index page on the tab above is updated daily during the week.

Stock prices continued to rebound. Bond prices were up for the week as well. The stock market has shrugged off the fears that abounded a month ago. Both the S&P 500 and Dow Jones Industrial Average are now in positive territory for the year. The charts below show the normal trading ranges for various indices for the last six months. I have updated the charts to include all of the asset classes that I track. The red (or green) area indicates 2-3 standard deviations above (or below) the normal 21 day trading range. The gray area indicates 1-2 standard deviations above (or below) the normal 21 day trading range.

The Leading Indicator for International Developed Markets (EFA) decreased by 0.13% percentage points to 0.62%. The Leading Indicator for International Emerging Markets (EEM) is at 2.41%. On the chart below, you can click on the blue and red buttons to see the Leading Indicator growth rate and an ETF for each country.

All information, data and analysis provided by this website is for informational purposes only and is not a recommendation to buy or sell any security.   Click here for more details.

These charts have limitations.  Economic data is often revised after the fact.  The market is forward looking and anticipates future events.  The unexpected can and will happen.  The market is continually changing.  The conditions of the past are different from the present.  Past performance is not an indication of future performance.

Periodic Table of Investments - 2015

2015 was a down year for a lot of asset classes. Returns for the year ranged from 4.4% for Large Cap Growth stocks to -18.6% for Emerging Markets Value stocks.

The Periodic Table of Investments demonstrates the importance of diversification. The chart shows annual returns for the last 20 years for different asset classes. The Asset Classes are ranked by return each year going from the best at the top of the chart to the worst. Clicking on the index name on the left hand side will highlight the returns for that index for each year. There is also a navigation bar on the right. 

The first section shows 15 different Equity Indices comparing Value and Growth returns. The second section shows 11 different Bond Indices as well as REITs.
 

Diversification does not guarantee a profit or eliminate the risk of experiencing losses. All information, data and analysis provided by this website is for informational purposes only and is not a recommendation to buy or sell any security.  The information on this website is provided “AS IS” and without warranty of any kind, either expressed or implied.  Although North Star Capital Management, LLC (North Star) believes the information provided by this website to be accurate, we do not guarantee its accuracy.

It is important to note that using charts and graphs to help make investment decisions has many limitations.  Economic data is often revised after the fact.  The market is forward looking and anticipates future events.  The unexpected can and will happen.  The market is continually changing.  The conditions of the past are different from the present. 

North Star does not provide investment advice through this website.  Investment advice should be tailored to meet an individual's risk tolerance and objectives.  Before rendering advice, North Star will always provide North Star’s Part II of Form ADV Brochure, help the client prepare a Client Investment Policy Statement and require execution of an Investment Advisory Agreement.  A copy of our brochure and privacy policy is available on request.  Nothing on this website should be interpreted to state or imply that past results are an indication of future performance.

Charting Last Week (3/7 - 3/11/16)

The Daily Leading Index increased by 0.19% percentage points to 2.21%. The Daily Coincident Index is at 2.78%. The Daily Leading Index page on the tab above is updated daily during the week.

Stock prices increased for the fourth week in a row. Bond prices were mixed for the week. The charts below show the normal trading ranges for various indices for the last six months. I have updated the charts to include all of the asset classes that I track. The red (or green) area indicates 2-3 standard deviations above (or below) the normal 21 day trading range. The gray area indicates 1-2 standard deviations above (or below) the normal 21 day trading range.

The Leading Indicator for International Developed Markets (EFA) decreased by 0.34% percentage points to 0.75%. The Leading Indicator for International Emerging Markets (EEM) is at 2.48%. On the chart below, you can click on the blue and red buttons to see the Leading Indicator growth rate and an ETF for each country.

All information, data and analysis provided by this website is for informational purposes only and is not a recommendation to buy or sell any security.   Click here for more details.

These charts have limitations.  Economic data is often revised after the fact.  The market is forward looking and anticipates future events.  The unexpected can and will happen.  The market is continually changing.  The conditions of the past are different from the present.  Past performance is not an indication of future performance.

International Leading Indicators - March 2016

The Leading Indicator for International Developed Markets (EFA) is at 0.99% and is 0.27% percentage points lower than last month. The Leading Indicator for International Emerging Markets (EEM) is at 2.84%.

 The OECD released their Leading Indicators for most major countries today. 14 of the 20 countries in the Developed Markets had decreasing Leading Indices. The Leading Indices decreased for 10 out of 15 countries in the Emerging Markets. When available, I have averaged the indicators with the Conference Board's Leading indicators to create a composite for each country. I created Leading Indicators for International Developed Markets (EFA) and International Emerging Markets (EEM) by weighting each country's growth rate by the market share of each country's stocks in the respective funds. On the last chart below, you can click on the blue and red buttons to see the Leading Indicator growth rate and an ETF for various countries.

All information, data and analysis provided by this website is for informational purposes only and is not a recommendation to buy or sell any security.   Click here for more details.

Furthermore, these charts have limitations.  Economic data is often revised after the fact.  The market is forward looking and anticipates future events.  The unexpected can and will happen.  The market is continually changing.  The conditions of the past are different from the present.  Past performance is not an indication of future performance.

Charting Last Week (2/29 - 3/4/16)

The Daily Leading Index increased by 0.35% percentage points to 2.02%. The Daily Coincident Index is at 2.78%. The Daily Leading Index page on the tab above is updated daily during the week.

Stock prices increased for the third week in a row. Bond prices were mixed for the week. The charts below show the normal trading ranges for various indices for the last six months. I have updated the charts to include all of the asset classes that I track. The red (or green) area indicates 2-3 standard deviations above (or below) the normal 21 day trading range. The gray area indicates 1-2 standard deviations above (or below) the normal 21 day trading range.

The Leading Indicator for International Developed Markets (EFA) was unchanged at 1.09%. The Leading Indicator for International Emerging Markets (EEM) fell to 3.01%. On the chart below, you can click on the blue and red buttons to see the Leading Indicator growth rate and an ETF for each country.

All information, data and analysis provided by this website is for informational purposes only and is not a recommendation to buy or sell any security.   Click here for more details.

These charts have limitations.  Economic data is often revised after the fact.  The market is forward looking and anticipates future events.  The unexpected can and will happen.  The market is continually changing.  The conditions of the past are different from the present.  Past performance is not an indication of future performance.