The Morning Call (Sunday) : 2021-01-03

BUSINESS : 19 : 19

BUSINESS

19 The Morning Call | Sunday, January 3, 2021 p p p q q p p p S&P 500 3,756.07 DOW 30,606.48 10-YR T-NOTE .89% CRUDE OIL $48.52 GOLD $1,893.10 NASDAQ 12,888.28 30-YR T-BOND 1.64% EURO $1.2211 +53.01 +406.61 -.02 +.40 +18.40 +83.55 -.03 +.0019 WEEKLY WINNERS MUTUAL FUND PERFORMANC­E WEEK HIGH WEEK LOW FRIDAY CLOSE $CHG %CHG %RTN 1WK 1WK 1YR U.S. general stock funds COMPANY TICKER Bionano Genomics Inc Aerocentur­y Corp Bit Digital Inc Enveric Bioscience­s Prof Diversity Ntwk Golden Nugget Online Bonso Elec Univ Secur Inst Tenax Therapeuti­cs Greenpro Capital Cp SeaChange Intl Inc Canaan Inc Sifco Ikonics Corp Intrepid Potash Inc Ashford Inc Orbital Energy Grp BNGO ACY BTBT ENVB IPDN GNOG BNSO UUU TENX GRNQ SEAC CAN SIF IKNX IPI AINC CUI 3.47 38.04 24.31 6.00 5.56 25.58 10.44 13.94 2.84 2.73 1.58 6.30 8.45 13.39 28.23 11.40 2.80 .83 5.62 6.41 1.44 1.22 19.70 4.28 2.86 1.05 1.56 .89 3.64 5.02 6.50 15.71 5.38 1.65 3.08 10.75 21.91 4.26 2.59 19.70 7.69 5.01 1.86 2.05 1.40 5.93 8.40 9.97 24.15 8.58 2.19 2.38 8.06 16.12 2.57 1.37 9.90 3.49 2.10 0.75 0.77 0.52 2.20 3.10 3.49 8.44 2.98 0.71 336.9 299.6 278.4 152.1 112.3 101.0 83.1 72.2 67.6 60.2 59.1 59.0 58.5 53.8 53.7 53.2 48.0 23.2 90.4 2542.6 -29.2 50.6 19.0 109.8 718.3 56.2 195.2 -74.3 -29.3 68.3 40.2 -33.3 -76.1 114.8 PCT RETURN 1MO 1YR FUNDS CATEGORY, ABBREVIATI­ON 1WK 5YRS* $1,000 479 Small Growth SG -1.6 9.2 40.4 18.06 Technology stocks finished 2020 with more gains, ending the year as the Derby’s best investment. Asian and emerging-market stocks also closed the year strongly. Oil, utilities and REITs lost money for investors this year. 440 Small Blend SB -0.4 7.8 10.7 10.35 Derby 312 Small Value SV 0.3 7.4 3.3 7.89 441 Mid-Cap Growth MG -0.9 6.5 41.7 18.41 48 Convertibl­es CV -0.3 5.9 42.9 15.94 292 Mid-Cap Blend MB 0.3 5.7 13.8 11.11 Stocks Bonds Commoditie­s 290 Mid-Cap Value MV 0.8 5.4 2.7 8.44 1-week percent change 1017 Large Growth LG 0.6 4.2 36.6 18.47 ... today is worth $1,000 invested at the end of last year ... 950 Large Blend LB 1.2 3.9 16.0 13.38 890 Large Value LV 1.2 3.7 2.6 9.22 $1,435 1,269 1,243 1,211 1,203 1,185 1,176 1,121 1,074 1,071 1,061 989 915 793 1.4 -0.2 0.8 % Technology stocks Copper Gold Asian stocks Small-cap stocks Emerging-market stocks S&P 500 Health care stocks Investment-grade bonds High-yield bonds European stocks Utilities stocks REITs Oil $0 147 Tactical Allocation TV 0.8 3.5 10.0 6.70 429 Moderate Allocation MA 0.9 3.1 12.5 9.32 WEEKLY LOSERS 126 Long-Short LO 0.7 2.7 5.5 5.10 2.9 -1.3 335 Conservati­ve Allocation CA 0.6 2.3 8.6 7.06 WEEK HIGH WEEK LOW FRIDAY CLOSE $CHG %CHG %RTN 1WK 1WK 1YR 21 Bear Market BM -0.2 -5.6 -31.6 -18.70 COMPANY TICKER 2.6 1.2 1.0 0.3 0.5 2.1 1.6 1.3 0.6 Aprea Therapeuti­cs Arcturus Thera Addex Therapeuti­cs fuboTV Inc Monaker Group Inc Air T Inc GBS Inc Kymera Therapeuti­cs Scopus BioPharma Inc QuantumSca­pe Crop Inhibrx Inc Second Sight Medical Ampio Pharmaceut­ical Container Store Grp Anchiano Therap Pro-Dex Inc Alpine Immune Sci APRE ARCT ADXN FUBO MKGI AIRT GBS KYMR SCPS QS INBX EYES AMPE TCS ANCN PDEX ALPN 6.77 103.00 17.98 41.47 3.68 32.45 9.90 91.92 20.50 122.70 44.00 2.75 2.16 12.42 2.20 40.29 16.19 4.73 40.11 12.46 27.35 2.19 17.50 7.03 60.00 14.50 84.18 32.26 1.86 1.35 9.47 1.71 29.18 12.19 4.92 43.38 13.40 28.00 2.27 24.90 7.40 62.00 14.84 84.45 32.97 1.87 1.59 9.54 1.73 30.97 12.60 -20.17 -54.75 -10.79 -16.18 -1.23 -13.48 -3.15 -24.10 -5.42 -30.32 -11.33 -0.64 -0.53 -2.67 -0.48 -8.51 -3.30 -80.4 -55.8 -44.6 -36.6 -35.1 -35.1 -29.9 -28.0 -26.8 -26.4 -25.6 -25.5 -25.0 -21.9 -21.7 -21.6 -20.8 -89.8 269.6 0.0 323.4 6.0 -3.5 0.0 0.0 0.0 0.0 0.0 -60.1 206.0 128.5 40.9 96.4 237.0 U.S. industry stock funds 60 Financial SF 1.2 7.5 -0.1 8.2 55 Natural Resources SN 0.7 7.2 8.5 7.8 45 Precious Metals SP 0.8 6.9 31.7 21.4 137 Technology ST 0.3 6.2 53.0 25.7 108 Health SH -0.0 4.5 22.0 10.7 173 Real Estate SR 1.4 3.2 -3.2 5.5 27 Communicat­ion SC 0.5 3.1 26.8 11.5 500 1000 1,500 39 Utilities SU 2.1 1.6 0.9 10.8 Performanc­e benchmarks: industries - sectors of the Standard & Poor’s 500 index; internatio­nal stocks - MSCI indexes; bond returns - Barclays Capital and BofA Merrill Lynch Indexes. Source: FactSet Data through Dec 30. Internatio­nal stock funds AP 17 Latin America Stock LS 1.3 10.6 -13.1 11.8 43 Pacific Asia ex-Japan PJ 3.2 7.5 35.1 16.2 INTEREST RATES BEST STOCKS - ONE MONTH 30 Foreign Small/Mid Val. FA 1.3 7.5 8.3 7.2 568 Divers. Emerging Mkt. EM 2.7 7.4 19.8 12.0 LAST 6 MOS. AGO 1 YR. AGO FRIDAY CLOSE $CHG %CHG %CHG %RTN 1WK 1WK 1MO 1YR 9 Divers. Pacific Asia DP 2.7 7.1 28.3 13.3 Prime Rate Fed Funds 3.25 .13 3.25 .13 4.75 1.63 COMPANY TICKER P/E 113 Foreign Small/Mid Gr. FR 1.8 6.8 22.5 11.7 58 Europe Stock ES 1.0 6.0 15.0 7.6 Greenwich LifeScienc Bionano Genomics Inc Ocugen Inc Aerocentur­y Corp Curis Inc Nxt-ID Inc Arvinas Inc Wunong Net Tch Ltd Foresight Auto Hldgs Bit Digital Inc DermTech Inc CleanSpark Inc Veru Inc Beam Global Enveric Bioscience­s Aqua Metals Inc VistaGen Therap Evelo Bioscience­s MingZhu Logistics Gevo Inc Amyris Inc Air T Inc Microvisio­n Inc Big Rock Partners Lexicon Pharma Lumos Pharma Inc Sifco Prevail Therapeuti­cs Jaguar Health Inc Solid Bioscience­s GLSI BNGO OCGN ACY CRIS NXTD ARVN WNW FRSX BTBT DMTK CLSK VERU BEEM ENVB AQMS VTGN EVLO YGMZ GEVO AMRS AIRT MVIS BRPA LXRX LUMO SIF PRVL JAGX SLDB 36.47 3.08 1.83 10.75 8.19 1.60 84.93 37.53 4.08 21.91 32.44 29.05 8.65 73.78 4.26 3.00 1.94 12.09 10.16 4.25 6.18 24.90 5.38 24.40 3.42 35.71 8.40 23.07 0.82 7.58 -2.81 2.38 .07 8.06 .24 .36 2.71 -7.48 -.94 16.12 7.64 4.18 -.02 18.47 2.57 .66 .55 1.34 -1.42 .55 .74 -13.48 -1.17 -5.24 -.07 6.93 3.10 -.01 .10 .75 -7.2 336.9 4.0 299.6 3.0 29.0 3.3 -16.6 -18.7 278.4 30.8 16.8 -0.2 33.4 152.1 28.2 39.6 12.5 -12.3 14.9 13.5 -35.1 -17.9 -17.7 -2.0 24.1 58.5 0.0 14.0 11.0 551.0 519.7 504.0 321.6 309.5 274.7 237.4 211.5 200.0 194.1 171.7 167.7 163.7 161.3 156.6 154.2 149.0 140.8 140.5 137.4 134.8 128.9 126.1 123.9 123.5 122.8 122.5 120.6 120.3 116.6 0.0 23.2 442.5 90.4 390.3 172.9 92.7 0.0 337.1 2542.6 126.8 395.6 184.2 1608.8 -29.2 272.3 114.6 153.8 0.0 88.6 70.6 -3.5 754.2 200.1 -20.9 28.2 68.3 45.5 7.7 55.4 ... dd dd 2 ... ... dd ... ... ... dd ... dd ... ... dd ... dd ... ... dd dd dd ... dd ... ... dd ... dd 507 Foreign Large Blend FB 1.5 5.4 11.4 7.9 MIN INVEST 326 Foreign Large Growth FG 1.7 5.4 23.8 12.0 Money market mutual funds YIELD PHONE 264 Foreign Large Value FV 1.1 5.2 1.9 5.1 Taxable—national avg 0.01 0.30 $ 5,000 min 647 World Stock WS 1.2 4.9 18.6 11.8 Transameri­ca Govt MMF/Cl R4 (888) 233-4339 24 Japan Stock JS 2.4 4.2 16.9 11.6 Tax-exempt—national avg 0.01 0.08 297 World Allocation IH 1.0 3.5 6.3 7.0 Fed/Hermes Muni Oblig Fund/Wealth 500K (800) 341-7400 Taxable bond funds NAT’L AVG WK AGO NAT’L AVG WK AGO CONSUMER RATES 175 Emerging Market Bond EB 0.4 2.4 5.9 6.9 Money market account 1 year CD 3 year CD 5 year CD Savings interest 0.20 0.20 48 month new car loan 60 month new car loan $30K Home equity loan 30 year fixed mortgage 15 year fixed mortgage 4.02 4.02 145 World Bond IB 0.5 1.9 8.9 4.7 0.39 0.40 4.23 4.23 458 High Yield Bond HY 0.5 1.7 4.9 6.8 226 Multisecto­r Bond MU 0.3 1.3 5.0 5.2 0.49 0.50 4.76 4.76 170 Bank Loan BL 0.2 1.3 0.8 4.0 0.56 0.58 2.87 2.90 137 Inflation-Protected Bond IP 0.2 1.1 9.6 4.3 0.31 0.30 2.35 2.38 23 Long-Term Bond CL 0.5 0.4 14.4 9.2 387 Short-Term Bond CS 0.1 0.4 4.0 2.7 FRIDAY YIELD CHANGE 1MO 3MO 52-WEEK HIGH LOW 282 Interm-Term Bond CI 0.2 0.3 7.9 4.3 TREASURYS 1WK 1YR 126 Ultrashort Bond UB 0.0 0.2 1.3 1.7 74 Short Government GS 0.0 0.1 3.1 1.6 3-month T-Bill 6-month T-Bill 52-week T-Bill 2-year T-Note 5-year T-Note 7-year T-Note 10-year T-Note 30-year T-Bond 0.09 0.00 -1.48 1.58 s r 19 Long Government GL 0.3 -1.2 18.5 8.1 0.09 0.00 -1.51 1.61 0.01 r t 0.10 0.00 -1.49 1.59 0.08 r t Tax-exempt bond funds 0.13 0.00 -1.41 1.68 0.10 t t 0.36 -0.01 -1.32 1.75 0.19 t s 142 High Yield Muni HM 0.1 1.7 3.8 4.7 0.65 -0.01 -1.17 1.86 0.36 t s 120 Muni National Long ML 0.1 1.0 4.8 3.8 0.89 -0.02 -1.02 1.93 0.49 77 Muni California Long MC 0.1 0.8 4.7 3.9 t s 233 Muni National Interm. MI 0.1 0.7 4.3 3.2 1.64 -0.03 -0.75 2.39 0.94 t s 177 Muni National Short MS 0.0 0.3 2.5 1.8 Money fund data provided by iMoneyNet Inc. cc - P/E exceeds 99. dd - Loss in last 12 months. * – annualized PRINTED AND DISTRIBUTE­D BY PRESSREADE­R PressReade­r.com +1 604 278 4604 ORIGINAL COPY . ORIGINAL COPY . ORIGINAL COPY . ORIGINAL COPY . ORIGINAL COPY . ORIGINAL COPY COPYRIGHT AND PROTECTED BY APPLICABLE LAW