Market insights and analysis

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

3rd Quarter | 2024

Quarterly recap

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

U.S. equity markets posted losses in all three indexes last week. The S&P 500 was down 1.52%, the NASDAQ Composite lost 0.45%, and the Dow Jones Industrial Average was down 2.36%.

Last week, the gold spot price increased by 0.63% and the U.S. Dollar Index was up by 1.67%. The Gold Bullion Strategy Fund (QGLDX) was up by 0.85% for the week.

In March, 22 exchange-traded products (“ETPs”) were added to the ETF Deathwatch list, and 35 were removed, bringing the total down to 436.

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The major U.S. stock market indexes were down last week. The NASDAQ Composite was down 0.79%, the S&P 500 decreased by 0.93%, the Dow Jones Industrial Average lost 2.23%, and the Russell 2000 small-capitalization index fell 2.86%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 was down 0.93%, the NASDAQ Composite lost 0.79%, and the Dow Jones Industrial Average decreased by 2.23%.

Last week, the gold spot price was up 4.48% and the U.S. Dollar Index went down 0.24%. The Gold Bullion Strategy Fund (QGLDX) was up 4.56% for the week.

April 2024 marks the 21st anniversary of National Financial Literacy Month, “a time dedicated to empowering individuals with the knowledge and skills necessary for sound financial decision-making,” notes Money Fit.

The major U.S. stock indexes were up last week. The Russell 2000 small-cap index added 1.89%, the NASDAQ increased by 1.35%, the S&P 500 rose 0.77%, and the Dow Jones Industrial Average gained 0.52%.

Last week, the gold spot price was up 2.98%, and the U.S. Dollar Index was up 0.11%. The Gold Bullion Strategy Fund (QGLDX) was up 2.17% for the week.

U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 gained 0.40%, the NASDAQ Composite fell 0.29%, and the Dow Jones Industrial Average went up 0.84%.

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The major U.S. stock indexes were up last week. The S&P 500 gained 2.29%, the NASDAQ rose 2.85%, the Dow Jones Industrial Average increased by 1.97%, and the Russell 2000 small-cap index added 1.60%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 2.31%, the NASDAQ Composite went up 2.86%, and the Dow Jones Industrial Average gained 1.97%.

Last week, the gold spot price increased by 0.44% and the U.S. Dollar Index went up by 0.96%. The Gold Bullion Strategy Fund (QGLDX) gained 0.27% for the week.

In February, 15 exchange-traded products (“ETPs”) were added to the ETF Deathwatch list, and 62 were removed, bringing the total down to 449.

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The major U.S. stock indexes were down last week. The Dow Jones Industrial Average lost 0.01%, the S&P 500 fell 0.13%, the NASDAQ dipped 0.70%, and the Russell 2000 small-cap index dropped 2.08%.

Last week, the gold spot price went down 1.06% and the U.S. Dollar Index went up 0.7%. The Gold Bullion Strategy Fund (QGLDX) was down 1.03% for the week.

Quantified Funds 3/18/24

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 went down 0.09%, the NASDAQ Composite lost 0.68%, and the Dow Jones Industrial Average rose 0.01%.

This week is the fourth “anniversary” of the World Health Organization (WHO) declaring COVID to be a global pandemic.

The major U.S. stock market indexes were mostly down last week. The S&P 500 decreased by 0.26%, the NASDAQ Composite was down 1.17%, the Dow Jones Industrial Average lost 0.93%, and the Russell 2000 small-capitalization index rose 0.30%.

U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 0.23%, the NASDAQ Composite decreased by 1.15%, and the Dow Jones Industrial Average went down 0.85%.

Last week, the gold spot price went up 4.61% and the U.S. Dollar Index lost 1.11%. The Gold Bullion Strategy Fund (QGLDX) gained 4.5% for the week.

The major U.S. stock market indexes were mostly up last week. The Russell 2000 gained 2.96%, the NASDAQ rose 1.74%, and the S&P 500 Index increased by 0.95%. The Dow Jones Industrial Average fell slightly for the week.

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U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 was up 0.99%, the NASDAQ Composite went up 1.76%, and the Dow Jones Industrial Average returned 0%.

Last week, the gold spot price went up 2.33% and the U.S. Dollar Index decreased by 0.07%. The Gold Bullion Strategy Fund (QGLDX) increased by 2.26% for the week.

In January, 19 exchange-traded products (“ETPs”) were added to the Deathwatch list, and 23 were removed, bringing the total down to 496.

Market Update 2/26/24

The major U.S. stock market indexes were mostly up last week. The S&P 500 increased by 1.66%, the NASDAQ Composite was up 1.40%, the Dow Jones Industrial Average gained 1.30%, and the Russell 2000 small-capitalization index fell 0.79%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 was up 1.68%, the NASDAQ Composite went up 1.41%, and the Dow Jones Industrial Average increased by 1.30%.

Last week, the gold spot price rose 1.08% and the U.S. Dollar Index decreased by 0.33%. The Gold Bullion Strategy Fund (QGLDX) increased by 1.21% for the week.

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Market Update 2/20/24

The major U.S. stock indexes were mostly down last week. The Russell 2000 small-cap index added 1.13%, the Dow Jones Industrial Average lost 0.11%, the S&P 500 fell 0.42%, and the NASDAQ dipped 1.34%.

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 went down 0.35%, the NASDAQ Composite fell 1.31%, and the Dow Jones Industrial Average went up 0.02%.

Last week, the gold spot price lost 0.53% and the U.S. Dollar Index rose 0.16%. The Gold Bullion Strategy Fund (QGLDX) fell 0.68% for the week.

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Market Update 2/12/24

The major U.S. stock indexes were up last week. The Russell 2000 small-cap index gained 2.41%, the NASDAQ rose 2.31%, the S&P 500 increased by 1.37%, and the Dow Jones Industrial Average climbed 0.04%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 1.40%, the NASDAQ Composite rose 2.34%, and the Dow Jones Industrial Average increased by 0.09%.

Last week, the gold spot price fell 0.76% and the U.S. Dollar Index increased by 0.18%. The Gold Bullion Strategy Fund (QGLDX) fell 0.62% for the week.

Change is a constant

As has probably been the case for all of you, change has been a significant part of my life. I was fortunate that when I attended college, times they were “a-changin’.”

Last week, iConnections hosted an event in Miami called Global Alts, a gathering of alternative investment managers and allocators. You might be thinking, given my Michigan roots, enduring Miami in January was quite the cross to bear—but someone had to do it.

Market Update 2/5/24

The major U.S. stock market indexes were mostly up last week. The S&P 500 increased by 1.38%, the NASDAQ Composite was up 1.12%, the Dow Jones Industrial Average gained 1.43%, and the Russell 2000 small-capitalization index fell 0.79%.

Last week, the gold spot price rose 1.05% and the U.S. Dollar Index gained 0.47%. The Gold Bullion Strategy Fund (QGLDX) increased by 0.87% for the week.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 went up 1.41%, the NASDAQ Composite gained 1.13%, and the Dow Jones Industrial Average increased by 1.43%.

Jerry Wagner’s recent article, which focused on New Year’s resolutions and Flexible Plan Investments’ approach to goals-based investing, caught my attention.

Last week, the stock market continued its upward trend, buoyed by positive economic and inflation news. The Russell 2000 small-capitalization index rose 1.75%, the S&P 500 Index gained 1.06%, the NASDAQ Composite increased by 0.94%, and the Dow Jones Industrial Average was up by 0.65%.

U.S. equity markets posted gains in all three indexes last week. The S&P 500 went up 1.07%, the NASDAQ Composite rose 0.94%, and the Dow Jones Industrial Average went up 0.65%.

Last week, the gold spot price lost 0.54% and the U.S. Dollar Index gained 0.14%. The Gold Bullion Strategy Fund (QGLDX) decreased by 0.62% for the week.

In December, 21 exchange-traded products (“ETPs”) were added to the ETF Deathwatch list and 37 were removed, bringing the total to 500.