The Morning Call (Sunday) : 2021-01-10

BUSINESS : 24 : 24

BUSINESS

24 The Morning Call | Sunday, January 10, 2021 p p p p p p q p S&P 500 3,824.68 DOW 31,097.97 10-YR T-NOTE 1.09% CRUDE OIL $52.24 GOLD $1,834.10 NASDAQ 13,201.97 30-YR T-BOND 1.86% EURO $1.2212 +68.61 +491.49 +.20 +3.72 -59.00 +313.69 +.22 +.0076 WEEKLY WINNERS MUTUAL FUND PERFORMANC­E WEEK HIGH WEEK LOW FRIDAY CLOSE $CHG %CHG %RTN 1WK 1WK 1YR U.S. general stock funds COMPANY TICKER Jaguar Health Inc Future Fintech Group Check-Cap Ltd LM Funding Amer IsoRay Inc Marathon Patent Grp Peck (The) Co Holdg Applied DNA Sci 3D Systems Avinger Inc PhenixFIN Corp PolarityTE Inc Lion Group Holding A TransEnter­ix Inc Akerna Corp Resonant Inc Guardion Health Sci JAGX FTFT CHEK LMFA ISR MARA PECK APDN DDD AVGR PFX PTE LGHL TRXC KERN RESN GHSI 4.47 11.29 2.93 2.31 2.00 28.37 16.20 12.35 31.45 1.00 30.96 1.50 5.39 1.29 6.65 5.08 1.04 .87 1.60 .67 .64 .46 10.53 5.97 5.08 10.28 .50 25.55 .69 1.80 .65 3.15 2.67 .43 4.00 7.62 1.66 2.13 1.40 26.39 13.71 11.64 23.53 0.90 27.81 1.32 3.66 1.16 5.98 4.77 0.73 3.19 5.74 1.20 1.46 0.95 15.95 7.76 6.54 13.05 0.46 13.93 0.64 1.73 0.54 2.74 2.12 0.32 390.8 305.3 260.9 217.9 211.1 152.8 130.4 128.2 124.5 103.6 100.4 94.1 89.6 85.6 84.6 80.0 76.9 162.1 224.4 -8.8 -2.2 136.1 1648.5 356.9 26.2 30.6 -52.9 -35.0 -72.6 0.0 -35.6 -47.2 46.1 69.7 PCT RETURN 1MO 1YR FUNDS CATEGORY, ABBREVIATI­ON 1WK 5YRS* $1,000 490 Small Growth SG 4.5 9.6 45.6 21.18 Small-cap stocks got the year off with a bang, far outpacing other Derby assets. Copper and crude oil prices also had solid gains. Safe-play investment­s like utilities and real estate investment trusts brought up the rear. 454 Small Blend SB 5.2 8.1 16.6 13.19 Derby 460 Mid-Cap Growth MG 3.7 7.4 44.6 21.13 322 Small Value SV 5.5 7.4 10.2 10.59 305 Mid-Cap Blend MB 3.7 6.2 18.3 13.25 55 Convertibl­es CV 3.1 6.1 42.3 17.49 Stocks Bonds Commoditie­s 1-week percent change 335 Mid-Cap Value MV 3.9 5.6 7.3 10.69 ... today is worth $1,000 invested at the end of last year ... 1047 Large Growth LG 1.8 4.0 37.1 20.56 911 Large Value LV 3.0 3.9 5.9 11.17 6.2 % 1,062 1,050 1,048 1,029 1,027 1,024 1,019 1,013 1,010 1,002 997 992 985 966 Small-cap stocks Copper Oil Health care stocks European stocks Emerging-market stocks Asian stocks S&P 500 Gold High-yield bonds Technology stocks Investment-grade bonds Utilities stocks REITs 1000 Large Blend LB 2.1 3.8 17.5 15.15 5.0 4.8 2.9 2.7 2.4 1.9 1.3 1.0 0.2 -0.3 161 Tactical Allocation TV 1.9 3.6 12.3 7.86 444 Moderate Allocation MA 1.5 3.0 13.8 10.55 WEEKLY LOSERS 163 Long-Short LO 1.5 2.6 6.6 5.70 352 Conservati­ve Allocation CA 0.9 1.9 9.3 7.81 WEEK HIGH WEEK LOW FRIDAY CLOSE $CHG %CHG %RTN 1WK 1WK 1YR 25 Bear Market BM -3.0 -4.8 -29.0 -19.59 COMPANY TICKER Sarepta Thera Calithera Bioscience Sanara MedTech Inc IMARA Inc Lumos Pharma Inc QuantumSca­pe Crop Mersana Therapeuti­cs Bonso Elec Sigilon Therapeuti­cs PMV Pharmaceut­icals Big Bank 3x Inv Lev Shattuck Labs Millendo Therap Chindata Group Hldgs Equus Total Return FG Financial Group Athire Pharma Inc SRPT CALA SMTI IMRA LUMO QS MRSN BNSO SGTX PMVP BNKD STTK MLND CD EQS FGF ATHA 174.49 3.18 49.70 24.10 35.45 74.50 27.28 8.00 51.42 63.22 4.19 52.73 2.20 22.49 2.20 3.86 34.25 82.25 2.46 27.31 12.90 20.23 47.26 17.51 5.21 33.32 45.05 2.87 38.50 1.56 17.28 1.65 3.15 26.69 82.29 2.75 30.20 13.40 22.16 56.79 18.63 5.51 35.19 47.36 3.06 40.62 1.66 18.59 1.69 3.32 27.07 -88.20 -2.16 -19.70 -8.65 -13.55 -27.66 -7.98 -2.18 -12.84 -14.15 -0.90 -11.79 -0.48 -5.37 -0.47 -0.90 -7.18 -51.7 -44.0 -39.5 -39.2 -37.9 -32.8 -30.0 -28.3 -26.7 -23.0 -22.7 -22.5 -22.4 -22.4 -21.8 -21.3 -21.0 26.6 -47.1 129.0 0.0 6.6 0.0 244.5 136.1 0.0 0.0 -86.9 0.0 -77.1 0.0 -1.7 -40.2 0.0 U.S. industry stock funds 66 Natural Resources SN 7.8 9.9 15.7 9.9 68 Financial SF 4.7 7.6 4.5 10.6 153 Technology ST 2.8 5.5 52.6 27.8 -0.8 -1.5 124 Health SH 3.2 5.4 28.0 13.7 49 Precious Metals SP 1.6 2.5 37.4 20.6 -3.4 45 Utilities SU 0.6 1.9 2.2 11.1 0 500 1,000 32 Communicat­ion SC 1.1 1.4 24.2 11.8 187 Real Estate SR -2.2 -0.7 -4.3 5.7 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 Jan. 7 Internatio­nal stock funds AP 13 Divers. Pacific Asia DP 4.4 9.3 36.7 16.1 53 Pacific Asia ex-Japan PJ 4.8 9.3 42.0 18.4 INTEREST RATES BEST STOCKS - ONE MONTH 592 Divers. Emerging Mkt. EM 4.4 7.8 25.9 14.7 32 Foreign Small/Mid Val. FA 3.4 7.7 15.2 10.7 LAST 6 MOS. AGO 1 YR. AGO FRIDAY CLOSE $CHG %CHG %CHG %RTN 1WK 1WK 1MO 1YR 122 Foreign Small/Mid Gr. FR 2.0 7.4 26.3 13.8 Prime Rate Fed Funds 3.25 .13 3.25 .13 4.75 1.63 COMPANY TICKER P/E 275 Foreign Large Value FV 4.1 6.3 6.6 7.2 561 Foreign Large Blend FB 3.4 6.2 14.8 9.8 Jaguar Health Inc Bionano Genomics Inc Ocugen Inc Marathon Patent Grp Check-Cap Ltd Bit Digital Inc Nxt-ID Inc Aerocentur­y Corp Future Fintech Group IsoRay Inc LM Funding Amer Aqua Metals Inc Guardion Health Sci Riot Blockchain Inc DermTech Inc Avinger Inc VistaGen Therap Orbital Energy Grp Enveric Bioscience­s Wunong Net Tch Ltd Arvinas Inc Izea Worldwide Inc MingZhu Logistics ENGlobal Corp Big Rock Partners Foresight Auto Hldgs Atomera Inc Gevo Inc CleanSpark Inc EyePoint Pharma JAGX BNGO OCGN MARA CHEK BTBT NXTD ACY FTFT ISR LMFA AQMS GHSI RIOT DMTK AVGR VTGN CUI ENVB WNW ARVN IZEA YGMZ ENG BRPA FRSX ATOM GEVO CLSK EYPT 4.00 4.70 2.69 26.39 1.66 25.03 1.52 9.09 7.62 1.40 2.13 3.72 0.73 26.59 34.56 0.90 2.17 3.40 4.54 33.61 80.44 2.25 10.90 4.73 30.46 4.40 27.44 4.40 38.90 10.35 3.19 1.62 .86 15.95 1.20 3.12 -.08 -1.66 5.74 .95 1.46 .72 .32 9.60 2.12 .46 .23 1.21 .28 -3.92 -4.49 .43 .74 1.53 6.06 .32 11.35 .15 9.85 3.77 390.8 52.6 47.0 152.8 260.9 14.2 -5.0 -15.4 305.3 211.1 217.9 24.0 76.9 56.5 6.5 103.6 11.9 55.3 6.6 -10.4 -5.3 23.6 7.3 47.8 24.8 7.8 70.5 3.5 33.9 57.3 1059.4 845.7 782.0 455.6 388.2 320.0 303.2 274.1 243.2 238.2 227.2 217.9 215.0 207.0 200.8 196.7 195.2 185.7 185.5 178.9 168.8 164.1 162.7 159.9 159.2 154.3 153.6 144.4 143.9 142.4 162.1 275.6 278.3 1648.5 -8.8 6338.9 219.0 100.7 224.4 136.1 -2.2 328.9 69.7 1383.1 212.5 -52.9 187.8 75.6 -62.1 0.0 95.6 423.1 0.0 190.9 114.6 252.6 594.0 86.8 580.9 -39.5 ... dd dd ... ... ... ... 2 ... dd ... dd ... ... dd ... ... dd ... ... dd ... ... dd ... ... dd ... ... dd 26 Japan Stock JS 2.4 6.0 21.2 13.2 MIN INVEST 58 Europe Stock ES 2.6 5.8 19.0 9.6 Money market mutual funds YIELD PHONE 367 Foreign Large Growth FG 2.4 5.7 26.2 13.8 Taxable—national avg 0.01 0.30 $ 5,000 min 17 Latin America Stock LS 1.5 5.4 -11.9 13.9 Transameri­ca Govt MMF/Cl R4 (888) 233-4339 721 World Stock WS 2.6 5.0 20.9 13.8 Tax-exempt—national avg 0.01 0.06 314 World Allocation IH 1.8 3.3 8.2 8.2 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 189 Bank Loan BL 0.7 1.4 1.3 4.2 Money market account 0.10 0.20 48 month new car loan 4.03 4.02 509 High Yield Bond HY 0.3 1.1 4.9 6.9 1 year CD 0.38 0.39 60 month new car loan 4.23 4.23 185 Emerging Market Bond EB -0.5 0.8 4.9 6.9 154 World Bond IB -0.3 0.7 8.6 4.5 3 year CD 0.47 0.49 $30K Home equity loan 4.76 4.76 243 Multisecto­r Bond MU -0.1 0.6 4.6 5.2 5 year CD 0.55 0.56 30 year fixed mortgage 2.87 2.87 144 Inflation-Protected Bond IP -0.5 0.3 9.2 4.3 Savings interest 0.07 0.31 15 year fixed mortgage 2.35 2.34 450 Short-Term Bond CS -0.1 0.2 3.8 2.5 146 Ultrashort Bond UB 0.0 0.2 1.2 1.7 FRIDAY YIELD CHANGE 1MO 3MO 52-WEEK HIGH LOW 76 Short Government GS -0.1 0.0 3.1 1.6 TREASURYS 1WK 1YR 289 Interm-Term Bond CI -0.7 -0.3 6.9 4.0 24 Long-Term Bond CL -2.3 -1.6 10.5 8.0 3-month T-Bill 0.08 -0.01 -1.45 1.58 r t 20 Long Government GL -4.0 -3.6 12.5 6.5 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 -1.45 1.57 0.01 s t 0.10 0.00 -1.42 1.54 0.08 r t Tax-exempt bond funds 0.14 0.01 -1.42 1.57 0.10 s t 0.49 0.13 -1.16 1.66 0.19 s s 162 High Yield Muni HM 0.6 1.4 3.6 4.6 0.81 0.16 -0.95 1.78 0.36 s s 126 Muni National Long ML 0.1 0.6 4.2 3.7 1.09 0.20 -0.76 1.87 0.49 264 Muni National Interm. MI 0.1 0.5 3.7 3.0 s s 81 Muni California Long MC -0.0 0.3 3.8 3.7 1.86 0.22 -0.47 2.36 0.94 s s 194 Muni National Short MS 0.1 0.2 2.3 1.7 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