Why using the S&P 500 as benchmark may not be in your best interest.

2020 is definitely becoming a year we won’t forget. Even the S&P 500 is anomaly with the greatest divide in performers in over 20 years. Portfolios that are allocated to a value sector have greatly underperformed their growth counterparts. 60% of the stocks in the S&P 500 have a negative return for 2020. If your benchmark is the S&P 500 you may be in for some disappointment if other sectors begin to rotate and growth stocks fall out of favor.

Source Bloomberg; Craig Israelsen

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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David P. Pankiw, AIF®
871 Venetia Bay Boulevard, 202
Venice, FL  34285
Tel.: 941.218.0830
Fax: 855.857.8818
Email: David P. Pankiw
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