TrendCalc Market Insights
2021.03.04
Wednesday, the S&P500 again declined (-1.30%) bringing the 2021 year-to-date to +1.96%. Of the last 16 market days, only 5 have been positive. Although we are not day traders in these TrendCalc model portfolios, we do find it of interest that nearly 70% of the last 16 market days have been negative. However, there were investment markets that did see some very nice advances yesterday. If you’re a regular follower, you will recognize these sectors because we been mentioning them a lot lately: energy (+1.45%), energy service (+0.84%), and banking (+1.56%) sectors.
With one exception, all TrendCalc model portfolios had some decline yesterday, but nothing near that of the broader index averages. TC Sectors and TC TINS continue their strong performance leadership with year-to-date returns of +10.54% and +11.62 respectively. 2 months and 3 days into 2021 doesn’t prove anything, but we are pleased in our defined process producing (exceptionally) successful returns vs benchmark indexes and Conventional Wisdom’s passive BaH (buy-and-hold) average-averaging.
Our macro concerns remain the same:
- Fed (and other central banks) action and manipulation
- Government leadership and decision-making in battling COVID
- Growing likelihood of increasing inflation from macro concerns 1 & 2
And no surprise (to us), that the one exception to yesterday’s declines was the TC TINS, one of our most elite market professional-managed high-conviction, high-concentrated portfolios. It not only held its ground but actually produced a gain. TC TINS now has nearly a +10% performance gap over the S&P500 index average. TC TINS as well as many of TrendCalc’s other high-conviction Wealth Creation portfolios are holding sizable performance gaps over market averages and that should be grabbing a lot of attention.
I would think this would encourage you or any investor to want to know more. What makes TrendCalc’s approach to the investment markets different? What is it about TrendCalc’s (pre-)defined and disciplined decision-making process and procedures? How can these portfolios possibly maintain such success while most investment markets and most investors are struggling and stressed out? How can working with a true market professional help an investor achieve great or greater abundance with their investment and retirement plans and portfolios?
If you or your source of financial advice are struggling and getting stressed out about current economic (and political) environments (both here in the U.S. and around the world) and the direction of the investment markets and how they might affect your investment and retirement plans and portfolios now and into the future, then maybe it is time you talk to a true market professional who help reduce your stress and struggle, financially or otherwise.
Philip S. Hammond, CFP®
Managing Director/Chief Portfolio Strategist
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This material is not a recommendation to buy, sell, hold, or roll over any asset, adopt an investment strategy, retain a specific investment manager, or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Investors should discuss their specific situation with their financial professional.
Except where otherwise indicated, the views and opinions expressed are those of TrendCalc as of the date noted, are subject to change at any time and may not come to pass.
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