Market insights and analysis

How dynamic, risk-managed investment solutions are performing in the current market environment

1st Quarter | 2024

Quarterly recap

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Current market environment performance of dynamic, risk-managed investment solutions.

It was the fall of 1956. Action from the World Series blared from the radio. It was the New York Yankees versus the Brooklyn Dodgers, game five. Don Larsen threw his 97th pitch. “Strike!” called the umpire, and the audience witnessed perfection.

The major U.S. stock indexes were mostly up last week. The S&P 500 and NASDAQ 100 hit all-time highs, while the Russell 2000 continued to languish.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 1.98%, the NASDAQ Composite gained 3.51%, and the Dow Jones Industrial Average was up 0.69%.

Last week, the gold spot price was up 2.81% and the U.S. Dollar Index lost 0.94%. The Gold Bullion Strategy Fund (QGLDX) went up 2.74% for the week.

I have tried to balance my life by respecting the lessons of the past, planning for the future, and making the most of the opportunities in the present.

The major U.S. stock market indexes were mixed last week. The Russell 2000 returned 1.33%, the NASDAQ Composite returned 0.26%, the S&P 500 returned -0.06%, and the Dow returned -0.08%.

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 decreased by 0.06%, the NASDAQ Composite went up 0.26%, and the Dow Jones Industrial Average lost 0.08%.

Last week, the gold spot price rose 0.21% and the U.S. Dollar Index increased by 0.07%. The Gold Bullion Strategy Fund (QGLDX) increased by 0.06% for the week.

It seems like every third email in my inbox, whether a market update, newsletter, or webinar invitation, mentions artificial intelligence (AI).

The major U.S. stock market indexes were up last week. The S&P 500 increased by 0.63%, the NASDAQ Composite was up 0.01%, the Dow Jones Industrial Average gained 1.50%, and the Russell 2000 small-capitalization index rose 0.80%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 0.63%, the NASDAQ Composite increased by 0.01%, and the Dow Jones Industrial Average gained 1.50%.

Last week, the gold spot price was down 0.47% and the U.S. Dollar Index gained 0.23%. The Gold Bullion Strategy Fund (QGLDX) lost 0.47% for the week.

Recently I was reading an article from Proactive Advisor Magazine, a free weekly magazine dedicated to promoting and educating the financial adviser community on active investment management.

The major U.S. stock market indexes were mixed last week. The NASDAQ Composite returned 3.27%, the S&P 500 returned 1.62%, and the Dow returned -0.51%, and the Russell 2000 returned -0.95%.

U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 increased by 1.62%, the NASDAQ Composite was up 3.27%, and the Dow Jones Industrial Average fell 0.51%.

Last week, the gold spot price was up 1.71% and the U.S. Dollar Index rose 0.63%. The Gold Bullion Strategy Fund (QGLDX) increased by 1.9% for the week.

In May, 41 exchange-traded products (“ETPs”) were added to the ETF Deathwatch list, and 18 were removed, bringing the total up to 476.

At this time of the year, many Americans endure watery eyes, sneezing, congestion, and headaches. And pollen is the cause.

The major U.S. stock indexes were mostly up last week, with the S&P 500 and NASDAQ 100 hitting all-time highs. The NASDAQ added 2.4%, the S&P 500 increased by 1.36%, the Dow Jones Industrial Average gained 0.33%, and the Russell 2000 small-cap index lost 2.07%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 1.36%, the NASDAQ Composite went up 2.40%, and the Dow Jones Industrial Average rose 0.33%.

Last week, the gold spot price was down 1.44% and the U.S. Dollar Index gained 0.2%. The Gold Bullion Strategy Fund (QGLDX) lost 1.7% for the week.

My wife, Abby, and I are expecting a third daughter in September. As I talked about in a previous article, this prompted us to shop around for a new car to accommodate our growing family.

The major U.S. stock market indexes were mostly down last week. The S&P 500 decreased by 0.49%, the NASDAQ Composite was down 1.09%, the Dow Jones Industrial Average lost 0.88%, and the Russell 2000 small-capitalization index rose 0.04%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 0.49%, the NASDAQ Composite went down 1.09%, and the Dow Jones Industrial Average decreased by 0.88%.

Last week, the gold spot price fell 0.28% and the U.S. Dollar Index lost 0.05%. The Gold Bullion Strategy Fund (QGLDX) went down 0.38% for the week.

Over the last several years, I have interviewed a few different advisory teams for Proactive Advisor Magazine that are relatively new to the world of managed accounts, dynamically risk-managed strategies, and the overall philosophy of holistic active portfolio management.

The major U.S. stock market indexes were mixed last week. The NASDAQ Composite gained 1.42%, the S&P 500 rose 0.05%, the Russell 2000 returned -1.21%, and the Dow Jones Industrial Average returned -2.30%. The 10-year Treasury bond yield rose slightly. Spot gold closed the week down 3.37%.

U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 increased by 0.05%, the NASDAQ Composite gained 1.42%, and the Dow Jones Industrial Average went down 2.30%.

Last week, the gold spot price fell 3.37% and the U.S. Dollar Index rose 0.27%. The Gold Bullion Strategy Fund (QGLDX) was down 3.47% for the week.

My wife and I have always been dog people. We’ve never owned cats, although we love to play with those of friends and relatives.

The major U.S. stock indexes were up last week. The NASDAQ added 2.15%, the Russell 2000 small-cap index gained 1.79%, the S&P 500 increased by 1.60%, and the Dow Jones Industrial Average was up 1.35%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 increased by 1.60%, the NASDAQ Composite gained 2.15%, and the Dow Jones Industrial Average rose 1.35%.

Last week, the gold spot price gained 2.32% and the U.S. Dollar Index fell 0.81%. The Gold Bullion Strategy Fund (QGLDX) went up 2.21% for the week.

In April, 37 exchange-traded products (“ETPs”) were added to the list, and 20 were removed, bringing the total to 453.

Historically, homes have been a place to live and the cornerstone of personal wealth for many Americans. Most members of the baby boomer generation believe that their home was the best investment they ever made.

The major U.S. stock market indexes were up last week. The S&P 500 increased by 1.89%, the NASDAQ Composite was up 1.17%, the Dow Jones Industrial Average gained 2.20%, and the Russell 2000 small-capitalization index rose 1.21%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 was up 1.89%, the NASDAQ Composite went up 1.17%, and the Dow Jones Industrial Average went up 2.20%.

Last week, the gold spot price increased by 2.55% and the U.S. Dollar Index was up 0.26%. The Gold Bullion Strategy Fund (QGLDX) was up 2.66% for the week.

With the arrival of warmer weather, the open highways and the thrill of new adventures are starting to beckon. Many families across the nation are gearing up for much-awaited summer vacations.

The major U.S. stock market indexes were up last week. The Russell 2000 rose 1.71%, the NASDAQ Composite increased by 1.44%, the Dow Jones Industrial Average gained 1.14%, and the S&P 500 was up 0.56%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 increased by 0.56%, the NASDAQ Composite rose 1.44%, and the Dow Jones Industrial Average gained 1.14%.

Last week, the gold spot price fell 1.55% and the U.S. Dollar Index went down 0.86%. The Gold Bullion Strategy Fund (QGLDX) was down 1.68% for the week.

The financial markets have been focused recently on two themes: 1. Assessing the highly uneven, though generally positive, results of Q1 2024 earnings reports. 2. The latest disappointing consumer price index (CPI) and gross domestic product (GDP) data—and what that means for the economy and Federal Reserve policy moving forward.

The major U.S. stock indexes were up last week. The NASDAQ gained 4.23%, the Russell 2000 small-cap index climbed 2.72%, the S&P 500 increased by 2.68%, and the Dow Jones Industrial Average inched up 0.67%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 2.68%, the NASDAQ Composite gained 4.23%, and the Dow Jones Industrial Average gained 0.67%.

Last week, the gold spot price lost 2.26% and the U.S. Dollar Index went down 0.2%. The Gold Bullion Strategy Fund (QGLDX) went down 2.1% for the week.

One of my favorite quotes comes from Teddy Roosevelt’s “Citizenship in a Republic” speech, which he delivered at the Sorbonne in 1910.

Despite geopolitical tensions and higher interest rates, global equity markets continued their upward march in the first quarter of 2024, a rally that started in the third quarter of 2023

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 went down 3.04%, the NASDAQ Composite lost 5.52%, and the Dow Jones Industrial Average rose 0.05%.

Last week, the gold spot price increased by 2.03% and the U.S. Dollar Index increased by 0.11%. The Gold Bullion Strategy Fund (QGLDX) rose 1.89% for the week.