February 2021 Student of the Market

Click on the PDF below to read our most current “Student of the Market” report. This piece focuses on the investment environment and our thoughts on managing portfolios in this dynamic market. This issue covers January market returns, market timing, individual stocks, small cap stocks, and interest rates.
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February "By the Numbers"


The S&P 500 lost 1.01% (total return) in January 2021.  Exactly one-third (33%) of the months over the last 30 years (the 360 months from 2/1991 through 1/2021) have produced a negative return.  The S&P 500 consists of 500 stocks chosen for market size, liquidity and industry group representation.  It is a market value weighted index with each stock's weight in the index proportionate to its market value (source: BTN Research).   

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