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The Market Summary Report reports on the results of the past week, and the outlook for the coming week. The results include the performance of the major market indices, as well as the performance of our own active recommendations (by category). The outlook section includes asset allocation recommendations for each investing style, and a brief commentary on general market conditions.
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Volume: 1 Issue: 1
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Date: Nov 10, 2003
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Performance Overview: |
The Analytical Investing portfolio had a great week, gaining 3.11%, and beating all of the major indices in the process.
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| Category I Performance: |
4 |
| Category II Performance: |
4 |
| Category III Performance: |
2 |
| Category IV Performance: |
2 |
| Category V Performance: |
2 |
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Performance of Major Indicies
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| Index |
Value |
Change |
| S&P 500 |
1053.0 |
0.0 |
| NasDaq Composite |
1971 |
2 |
| Dow Jones Industrials |
9810.0 |
0.0 |
| Russell 2000 |
1971 |
2 |
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Market Outlook
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A generally good week for the market, with small-cap and technology stocks leading the way. Blue chip issues were essentially flat, however
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Asset Allocation Recommendations
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| We recommend the following asset allocation percentages, by investing style:
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| Category |
Conservative |
Moderate |
Aggressive |
| Category I |
10
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20
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40
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| Category II |
10
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20
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20
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| Category III |
20
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20
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20
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| Category IV |
20
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20
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10
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| Category V |
40
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20
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10
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