A shorter trading week due to Christmas holidays experienced slights gains despite some pullback during the shortened Christmas Eve trading session on Tuesday.
Total Report (Since October 11th, 2019)
Positive Performing Sectors
1. Consumer Discretionary (+11.07%)
2. Healthcare (+9.84%)
3. Industrials (+9.64%)
4. Materials (+6.40%)
5. Consumer Staples (+5.84%)
6. Information Technology (+5.45%)
7. Communication Services (+4.71%)
8. Energy (+3.68%)
9. Financials (+0.97%)
10. Utilities (+0.13%)
Negative Performing Sectors
11. Real Estate (-5.64%)
Weekly Report (December 27th, 2019)
2. Consumer Staples (+0.79%)
3. Consumer Discretionary (+0.76%)
4. Financials (+0.51%)
5. Information Technology (+0.46%)
6. Communication Services (+0.40%)
7. Utilities (+0.20%)
Negative Performing Sectors
8. Materials (0.00%)
9. Industrials (-0.05%)
10. Healthcare (-0.15%)
11. Energy (-0.35%)
GICS Sector Performance Ratio - Balanced: From 8:3 (72.73%) to 7:4 (63.64%)
Review
Last Week's Update (December 20th, 2019)
2. Healthcare (+9.84%)
3. Industrials (+9.64%)
4. Materials (+6.40%)
5. Consumer Staples (+5.84%)
6. Information Technology (+5.45%)
7. Communication Services (+4.71%)
8. Energy (+3.68%)
9. Financials (+0.97%)
10. Utilities (+0.13%)
Negative Performing Sectors
11. Real Estate (-5.64%)
Weekly Report (December 27th, 2019)
Positive Performing Sectors
1. Real Estate (+0.87%)2. Consumer Staples (+0.79%)
3. Consumer Discretionary (+0.76%)
4. Financials (+0.51%)
5. Information Technology (+0.46%)
6. Communication Services (+0.40%)
7. Utilities (+0.20%)
Negative Performing Sectors
8. Materials (0.00%)
9. Industrials (-0.05%)
10. Healthcare (-0.15%)
11. Energy (-0.35%)
GICS Sector Performance Ratio - Balanced: From 8:3 (72.73%) to 7:4 (63.64%)
Review
This week marks the last update for the Dividend Aristocrats portfolio in 2019. While it may had only begun during the last quarter, missing out on some of the extraordinary gains made throughout the year, the portfolio nevertheless made significant progress in earnings. At $7, the Dividend Aristocrats nearly made the $10 back from the weekly deposits, and will be expected to hit that target by the first quarter of next year with equity and dividends. There are some concerns of a recession looming on the horizon, but as the traditional signs of a recession failed to materialize this year, it is more likely 2020 will continue the rate of growth seem this year. Construction is one of these major indicators, and that has not been slowing down at all this year despite losses in the Real Estate sector. Such losses have come as a result of a shortage in housing, and not a surplus. Shortages signal greater demand, and thus opportunities for expansion. Surpluses indicate wasted resources, and excess surplus in an economy is never a good sign. Resources must be efficiently allocated to where it is needed most, and allocating work to where there is no value hurts the economy in the long run. Thus far, the United States have proven to become more resilient to wasteful abundance and more adept at finding high productivity in key sectors as the country continues its longest Bull Market in its history. If a recession does happen, people will be more prepared to handle such dips as and higher accessibility to capital and better understanding of personal finances keep bad economics in check.
Last Week's Update (December 20th, 2019)
M1 Finance Platform Referral Link: https://m1.finance/UIl_N9XNA_CO
M1 Finance Dividend Aristocrats 2019 Pie: https://m1.finance/quB1JH2k6
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