EWM Weekly Capital Market Highlights for Week Ended 4/12/19

By | Financial Markets & Economy, Weekly Capital Market Updates
  • Domestic equities were slightly negative through Thursday, but Friday turned the market positive for the week. International equities were mostly flat as well, with emerging market stocks outperforming their developed market counterparts.
  • Treasury yields were were flat through the end of the day Thursday.
  • The US dollar weakened during the week, dropping to its lowest level in two weeks. The weakness was driven by strength in the Euro and economic news that boosted demand for riskier assets.
  • Commodities were up for the week, driven by increases in oil and gold prices.

Click here to download the complete weekly report: EWMWeeklyReview 4.15.19

Disclosure: Past performance is not necessarily indicative of future results.

Endowment Index™ Posts Slight Gain for Week Ended 4/12/19

By | Endowment Index™

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,290.37 Friday, rising 0.22% from the previous Friday’s close of 1,287.54.

The Endowment Index™ represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy™ or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index™ measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 800 educational institutions managing over $615 billion in total assets. Each of the 19 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 34,000 underlying securities. You can obtain real-time pricing data on the Endowment Index™ under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index™ is F00000TPG6.

Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.

Endowment Index™ Gains 10.26% in Q1; Best Quarter since 2014 Inception

By | Endowment Index™

The Endowment Index™ represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy™ or who otherwise incorporate alternative investments within a comprehensive asset allocation. The Index provides an objective tool used for portfolio comparison, investment analysis, and research and benchmarking by fiduciaries, trustees, portfolio managers, consultants and advisers to endowments, foundations, trusts, defined benefit/contribution plans and individual investors.

About the Endowment Index™ calculated by Nasdaq OMX®

The Endowment Index™ uses an objective, rules-based construction methodology based upon the portfolio allocations of over 800 educational institutions managing over $615 billion in total assets as of 12/31/2018. Each of the 19 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 34,000 underlying securities. Real-time pricing data on the Endowment Index™ can be viewed under the symbol “ENDOW” through major quote providers, including Bloomberg as well as public websites such as Google and Yahoo Finance. The Morningstar® Index ID for the Endowment Index™ is F00000TPG6.

Disclosure: Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies, nor shall it be construed to be the provision of investment advice. Past performance is not necessarily indicative of future results. Investments involve risk and unless otherwise stated, are not insured or guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any investment strategies discussed herein. ETF Model Solutions, LLC is registered as an investment adviser with the SEC. ETF Model Solutions is an affiliate of Endowment Wealth Management, Inc., an SEC registered investment adviser. Registration does not imply any level of skill or training, nor does it imply endorsement by the SEC or and other securities regulatory authority. You cannot invest directly in an index. Indexes do not contain fees. Performance information contained in this presentation is provided net of any underlying exchange-traded fund expenses, does not include any other fees or expenses. Past performance is not necessarily indicative of future results. A copy of the Firm’s disclosure document, Form ADV Brochure Part 2, is available upon request.

EWM Weekly Capital Market Highlights for Week Ended 4/5/19

By | Financial Markets & Economy, Weekly Capital Market Updates
  • Domestic equities were up for the week, with small cap stocks appreciating the most. International equities ended the week in positive territory as well, with emerging market stocks outperforming their developed market counterparts.
  • Treasury yields were up through end of day Thursday, with longer-term yields risking more than ten basis points, while shorter yields were only up by two basis points.
  • The US dollar strengthened during the week, notably appreciating against the British pound as Britain seeks to delay it’s European Union departure.
  • Commodities were up for the week, reaching new highs for the year, on news that the United States is considering more sanctions against Iran.
  • In other economic news, the institute of Supply Management (ISM) has released the March Non-Manufacturing Purchasing Managers’ Index (PMI), and reported a headline composite number of 56.10, down 3.60 since last month. This represents continued growth in the non-manufacturing sector.

Click here to download the complete weekly report: EWMWeeklyReview 04.08.19

Disclosure: Past performance is not necessarily indicative of future results.

The Endowment Index™ Posts Weekly Gain of 1.87% for Week Ended 4/5/19

By | Endowment Index™
The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,287.54 Friday, rising 1.87% from the previous Friday’s close of 1,263.90. The Endowment Index™ represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy™ or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index™ measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 800 educational institutions managing over $500 billion in total assets. Each of the 19 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 30,000 underlying securities. You can obtain real-time pricing data on the Endowment Index™ under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index™ is F00000TPG6. Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.

EWM Weekly Capital Market Highlights for Week Ended 3/29/19

By | Financial Markets & Economy, Weekly Capital Market Updates
  • Among equities, large caps underperformed small caps; value stocks led growth stocks; domestic stocks outperformed international stocks; and developed markets outperformed emerging markets.
  • Treasury yields trended downward during the week. The yield on the 10-Year Treasury Note fell roughly four basis points during the week and ended around 2.39%.
  • Commodity indices were mixed during the week. Gold and grain prices each dipped more than 1.00%, whereas crude oil prices rose week over week.
  • The US dollar appreciated over the week relative to a basket of foreign currencies.
  • Among major economic data released this week, consumer spending marginally increased in January, whereas the price index for personal-consumption expenditures (a key inflation gauge) declined. New US home sales ticked up in February for the second straight month.

Click here to download the complete weekly report: EWMWeeklyReview 04.01.19

Disclosure: Past performance is not necessarily indicative of future results.

Endowment Index™ Posts 0.79% Weekly Gain to Close Q1 2019

By | Endowment Index™
The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,263.90 Friday, rising 0.79% from the previous Friday’s close of 1,254.03. The Endowment Index™ represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy™ or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index™ measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 800 educational institutions managing over $500 billion in total assets. Each of the 19 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 30,000 underlying securities. You can obtain real-time pricing data on the Endowment Index™ under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index™ is F00000TPG6. Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.

EWM Weekly Capital Market Highlights For Week Ended 3/22/2019

By | Financial Markets & Economy, Weekly Capital Market Updates
  • Among equities, small caps trailed large caps; growth stocks beat value stocks; international stocks underperformed US stocks; and emerging markets outperformed developed markets.
  • Treasury yields fell. The yield on the 10-year U.S. Treasury Note plunged below 2.50% and ended the week at around 2.45%.
  • Commodity indices edged up.The price of gold rose as crude oil prices edged higher, but ended the week relatively flat.
  • Dollar indices little changed. While the dollar rose against both the euro and sterling, it fell against the yen.
  • Among major economic data, January durable goods orders rose 0.3% (less than expected); the Fed left the federal funds rate unchanged during the FOMC meeting; and February existing homes sales rebounded sharply.

Click here to download the complete weekly report: EWMWeeklyReview 3.25.19

Disclosure: Past performance is not necessarily indicative of future results.

Endowment Index™ Falls For Week Ended 3/22/2019

By | Endowment Index™
The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,254.03 Friday, falling 0.48% from the previous Friday’s close of 1,260.14. The Endowment Index™ represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy™ or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index™ measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 800 educational institutions managing over $500 billion in total assets. Each of the 19 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 30,000 underlying securities. You can obtain real-time pricing data on the Endowment Index™ under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index™ is F00000TPG6. Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.

Endowment Index™ Falls for Week Ended 3/8/2019

By | Endowment Index™, Uncategorized

The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,234.00 Friday, falling 1.60% from the previous Friday’s close of 1,254.06.

The Endowment Index™ represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy™ or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index™ measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments (like Private Equity, Hedge Funds and Real Assets). The Index uses an objective, rules-based construction methodology based upon the portfolio allocations of over 800 educational institutions managing over $500 billion in total assets. Each of the 19 sub-indexes that currently comprise the index are investable, and contained within those sub-indexes are over 30,000 underlying securities. You can obtain real-time pricing data on the Endowment Index™ under the symbol “ENDOW” through major quote providers, including Bloomberg, Google Finance and others. The Morningstar® Index ID for the Endowment Index™ is F00000TPG6.

Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not contain fees.