THE RALLY CONTINUES:  ODDS AND ENDS

The rally in the S&P 500 continues and is up 13% since March 30 – and over 15% for the Nasdaq 100 (very tech weighted).  This is now the 10th longest bull market in history.  To move into ninth place, this bull only needs to make it to May 29th.  It is not surprising the market is overbought which means from a technical perspective the market is due for reversion to the mean.  Stocks don’t go up in a straight line. Here are a few market odds and ends for your review:

We are getting mixed signals on market breadth. On one hand, the equal-weighted S&P 500 stalled out at its prior high last week and then proceeded to close lower for four straight days.  The broadening trade that dominated the market seems to have taken a breather.  On the other hand, the S&P 500’s cumulative advance/decline line indeed made all-time highs last week which acts as confirmation of the move to new highs in price.  This suggests that the breakout is on strong footing, contrary to the message of the equal-weighted S&P 500.

The Mag 7 accounts for about a third of the S&P 500’s total market cap, but none of them have managed to hit a new high during this most recent rally.  If the market can make new highs without the Mag 7, it could really make a big leg higher if the mega-caps have an extended stretch of outperformance.

After consolidating for five months, it is great to see the AI trade re-emerge. Semiconductors drive the digital economy and have had an astonishing move over the last few weeks.  The Philadelphia Semiconductor Index traded higher for 18 straight days through last Friday, rising 47%!  Could you have imagined four weeks ago you would be on the verge of witnessing history?

The average performance of all 30 stocks in the Philly index is a gain of 52%, and every single one of them has outperformed the S&P 500.  Not sure if we have ever seen that before.

About 28% of S&P 500 components have reported Q1 earnings so far with another 30% on deck this week. Overall, results have been good including guidance.  Stock price reactions to earnings have been positive.  Of course, companies that miss EPS forecasts are being punished a lot more than companies are gaining in reaction to earnings beats.  That is normal.

According to FactSet, earnings estimates for 2026 continue to rise.  S&P 500 earnings are now expected to rise 18.6% this year, higher than the 15% growth expected in January.  Imagine companies as large as those in the S&P 500 growing earnings at these rates. 

More specifically, Mag 7 earnings growth is estimated at 24.6% this year.  The S&P 493 should deliver 15.9% growth, again according to FactSet.

Both retail and professional investors have turned very bullish during the market’s incredible run. Investor optimism is a good thing, but you just don’t want too much of it.  At a certain level, sentiment becomes a contrarian indicator.  We are not there yet, but it is getting closer.  CNN’s Fear and Greed Index hit the “Greed” level last Thursday.  A month ago, the index was at “Extreme Fear.”

The S&P 500 is up over 6% since the start of October so the market has lived up to its end of the bargain in terms of seasonal strength. This week ends what has historically been the stronger six-month window for stocks as we usher in the “sell in May” six-month period of weakness.  Don’t believe it.  The “sell in May” trade doesn’t always work.  Just last year the S&P 500 rallied more than 20% during that six-month stretch.

In conclusion, there is certainly more good than bad out there.  And all this during the war with Iran with higher oil prices.  The market always looks ahead and is expecting the war to have minimal effects on our economy.  Plus the earnings cycle is incredibly strong, probably good enough to propel the next leg higher in share prices.

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Knowledge – Results

Experts in Risk Management

Are you prepared for the next market correction or financial crisis?

Knowledge – Results

Experts in Risk Management

Are you prepared for the next market correction or financial crisis?

Knowledge – Results

Experts in Risk Management

Are you prepared for the next market correction or financial crisis?

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This is achieved through an ongoing assessment of market risks given your specific financial situation and goals.

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Richard Furmanski

Richard Furmanski

CFA

has been a portfolio manager and analyst for over 35 years. He manages conservative, tax-efficient portfolios for both pre-retirees and retirees. His lower risk approach appeals to investors who want less volatility and competitive risk-adjusted returns.

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Mary Ellen Adam

Director of Operations

has been in office administration for over twenty years. Her experience includes customer service, firm operations, and office administration. She interacts with our clients on a day-to-day basis and handles any requests that may arise.

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Frequently Asked Questions

If you can't find the answer to your questions here, feel free to give us a call at 847-847-2505

Do you manage both stock and bond portfolios?

Yes. We build a portfolio of conservative, high-quality stocks and hold them for the long-term. The average holding period is 4 – 5 years. Our focus is on stocks that are suitable for retirement portfolios.

Our high-quality bond portfolios are designed to provide both income and stability of principal. Bonds provide the anchor for balanced accounts (those holding both stocks and bonds).

What is your investment philosophy?
We take great care in purchasing only high-quality stocks and bonds intent on a multi-year holding period. Portfolio turnover and taxable realized gains are modest in comparison to other active managers. We do not time the market but will become more defensive, in terms of stock holdings, when market conditions warrant.
Will the portfolio be managed in accordance with my financial goals?
Yes. Each of our clients has a custom-tailored portfolio. These custom portfolios are designed to meet specific client objectives with a thoughtful approach to specific constraints such as risk tolerance. And as each client’s situation changes, the portfolio does as well. There is no cookie cutter approach.
What kind of expertise do you have and how can that help me in difficult markets?
We have been working with high-net-worth clients like you since 1982. Over that time we have helped them to navigate several bear markets and financial crises (including the stock market crash of 1987). We hold the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.
Are you sensitive to taxes when managing portfolios?
Yes. Our holding period for an individual stock averages 4 plus years which means our turnover is low and realized gains can be carefully managed. Further, where possible, we tax loss harvest small losses as a way of offsetting gains taken elsewhere in the portfolio.
How have you performed?
Results will differ by client and the level of customization but we have provided competitive investment returns for many years.
How do you charge for your services?
We charge a management or consultant fee based upon the size and level of customization of the account. As the account grows, we benefit together.

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