top of page

The Bull Market May Be Rocking, but Man the Lifeboats! (#46)

Q3 has seen some record market highs, but take caution. Markets right now are like a scene out of Titanic – even after hitting the iceberg the party kept going until reality sunk in. This episode highlights the early indicators of a slowing economy, and why now’s the time to man the lifeboats!


S&P 500 Growth Index: measures growth stocks using three factors: sales growth, the ratio of earnings change to price, and momentum, within the constituents of the S&P 500 Index. S&P 500 Momentum Index: measures the performance of securities in the S&P 500 universe that exhibit persistence in their relative performance. S&P500 Quality Index: is designed to track high quality stocks in the S&P 500 by quality score, which is calculated based on return on equity, accruals ratio and financial leverage ratio. S&P 500 QVM Multi-Factor Index: measures the performance of 100 stocks within the S&P 500 that are characterized as having the top combination of quality, value, and momentum as determined by a multifactor score. S&P 500 Pure Growth Index: tracks the performance of stocks that exhibit the strongest growth characteristics by using a style-attractiveness-weighting scheme.

158 views

Comments


Unless otherwise indicated all performance is sourced from Bloomberg.

Disclosure

The views presented are those of the authors and webinar or podcast hosts/participants, and should not be construed as investment advice. The authors, podcast participants, webinar hosts, or clients of WBI Investments, LLC (WBI) may own stock discussed in these insights. WBl is an investment adviser in New Jersey. WBl is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. WBl only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of WBI's current written disclosure brochure filed with the SEC which discusses among other things, WBI's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. This site contains links to third-party websites. WBl does not endorse, approve, certify, or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Your access to and use of such websites is governed by the terms of use and privacy policies of those sites, and shall be at your own risk. WBI disclaims responsibility for the privacy policies and customer information practices of third-party internet websites.

bottom of page