Key ETF Performance in April and Year to Date


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An eternal optimist, Liu-Yue built two social enterprises to help make the world a better place. Liu-Yue co-founded Oxstones Investment Club a searchable content platform and business tools for knowledge sharing and financial education. also provides investors with direct access to U.S. commercial real estate opportunities and other alternative investments. In addition, Liu-Yue also co-founded Cute Brands a cause-oriented character brand management and brand licensing company that creates social awareness on global issues and societal challenges through character creations. Prior to his entrepreneurial endeavors, Liu-Yue worked as an Executive Associate at M&T Bank in the Structured Real Estate Finance Group where he worked with senior management on multiple bank-wide risk management projects. He also had a dual role as a commercial banker advising UHNWIs and family offices on investments, credit, and banking needs while focused on residential CRE, infrastructure development, and affordable housing projects. Prior to M&T, he held a number of positions in Latin American equities and bonds investment groups at SBC Warburg Dillon Read (Swiss Bank), OFFITBANK (the wealth management division of Wachovia Bank), and in small cap equities at Steinberg Priest Capital Management (family office). Liu-Yue has an MBA specializing in investment management and strategy from Georgetown University and a Bachelor of Science in Finance and Marketing from Stern School of Business at NYU. He also completed graduate studies in international management at the University of Oxford, Trinity College.

From Bespoke Invest website,

The first four months of the trading year are now behind us, and the “big three” of US market indices (Dow, S&P 500, Nasdaq) are all now up more than 10% year to date.  Below is an updated look at our key ETF matrix, which shows the recent performance of all asset classes.

As shown, the Dow, S&P 500 and Nasdaq 100 all finished up more than 1.85% in April, with the Nasdaq 100 (QQQ) up the most at 2.54%.  Largecaps outperformed midcaps and smallcaps in April, and smallcaps actually finished in the red for the month.  Since the start of the year, midcaps have been the best, however.

We’ve seen a shift in sector performance over the last week.  As shown, Consumer Staples and Health Care, which had been outperforming significantly, both declined this week, while recent underperformers like Technology, Energy and Materials have bounced the most.  For the year, Utilities — yes, Utilities — has posted the biggest gain at +18.64%.

International markets have seen a huge bounce over the last week, with countries like China, Canada, Germany and Russia all gaining more than 4%.  With the exception of Japan, however, the US is still outperforming the rest of the world when looking at year-to-date performance.

Commodities also saw big gains in the last week of April, but aside from natural gas, they were all down for the full month.

Finally, while fixed income ETFs struggled earlier in the year, they have turned it around of late and are all now in the green for 2013.

For those interested, below is a list of the 50 best performing Russell 3,000 stocks year to date.  As shown, Keryx Biopharma (KERX) is up the most at +211.07%.  The next biggest gainer is Coronado Biosciences (CNDO) at 149.45%, followed by SunPower (SPWR), SUPERVALU (SVU) and Astex Pharma (ASTX).  Other notables on the list of this year’s big winners include Netflix (NFLX), Best Buy (BBY), Zillow (Z) and Trulia (TRLA).

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