- In this article, I will look at some broad fund/ETF categories to see how my recommendations of almost a year ago turned out.
- I looked at sector, Value vs. Growth, Small Cap vs. Large Cap, and Long Term vs. Short Term bond category performance.
- My biggest wins were Energy and Financials predictions, along with my choice of Value over Growth, and two specific Large Value funds.
- Favoring Small over Large Cap did not bear fruit, but since Jan. 1st, Small Cap Value has been among the least affected by falling stock prices.
- Longer Term bonds have done a tad better than I expected; however, since the Fed "pivot," Short-Term bonds have lost a lot less.
For further details see:
Performance Of Previously Recommended ETFs/Funds: A Follow-Up