Small Cap Stocks vs. Large Cap Stocks Relative Performance

Small Cap Stocks vs. Large Cap Stocks Relative Performance Is it time for U.S. equity investors to increase their allocation to small-cap stocks compared to large-cap stocks in their portfolio? Image: BofA US Equity & Quant Strategy

S&P 500 Performance After >25% Gain in 100 Trading Days

S&P 500 Performance After >25% Gain in 100 Trading Days An increase of 25% or more in the S&P 500 within 100 days (using the first signal in a cluster) suggests a positive outlook for the next 12 months, historically resulting in a median gain of 13.4% since 1950. Image: Carson Investment Research

S&P 500 Performance After Back-To-Back 10% Quarterly Gains

S&P 500 Performance After Back-To-Back 10% Quarterly Gains Following two consecutive quarterly gains of 10%, which is quite rare, the S&P 500 has, on average, increased by 12.3% a year later since 1954. Image: Carson Investment Research

Performance – Large Cap vs. Small Cap

Performance – Large Cap vs. Small Cap Given attractive valuations, is it still possible for U.S. small caps to outperform U.S. large caps in 2024? Image: Goldman Sachs Global Investment Research

S&P 500 Performance After >25% Gain in 21 Weeks

S&P 500 Performance After >25% Gain in 21 Weeks A 25% or more increase in the S&P 500 in 21 weeks (using the first signal in a cluster) suggests a bullish outlook over the next 12 months, with an average gain of 21.5% since 1950. Image: Carson Investment Research

S&P 500 Performance After 118 or More New 52-Week Highs

S&P 500 Performance After 118 or More New 52-Week Highs 118 new 52-week highs for the S&P 500 (using first signal in 6 months) suggest a bullish outlook over the next 12 months, with an average gain of 12% since 1950. Image: Carson Investment Research

Performance – Semiconductors vs. S&P 500

Performance – Semiconductors vs. S&P 500 The relative outperformance of semiconductor stocks compared to the S&P 500 has surged to its highest level since March 2000, indicating a bullish momentum that bodes well for the broader market. Image: BofA Global Investment Strategy