GBI_Factsheet_December 2019

Monthly Commentary
The S&P 500 TRI gained 3.02% in December ending what was a very good
year for US equities. The Good Governance Fund returned 2.98% in
December, roughly tracking the index return for the month, and ending
the year (since inception) up 20.4%. In 2019, the fund has outperformed
the index by a commendable 2.02%.
The sectors contributing the most positively to the relative performance
of the fund were Information Technology, through an overweight
allocation to a sector that overperformed the index, and Industrials
through an underweight allocation to the worst performing sector. The
zero allocation to Energy, which was the best performing sector in
December, contributed the bulk of the negative relative performance of
the fund.
Apple once again proved one of the top contributors to the fund followed
closely by Nvidia and Eli Lilly & Co. Among the worst contributors were
Walt Disney (one of last month’s top performers) and Gilead Sciences.

Other posts

C8 Weekly Bulletin: Don’t Fight the Fed, Don’t Believe Them Either

BY JON WEBB
After last week's Bulletin, featuring an excerpt from Boutique CIO's strategy piece, we had a number of requests to see the whole document. So we are sending it out in this week's Bulletin.  It is a great overview of the current US investment environment.  Read more →

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy November 2022 Update

BY BRIAN SANBORN
Day Hagan/Ned Davis Research Smart Sector® with Catastrophic Stop strategy, model and allocations update. Read more →

NDR Dynamic Allocation Strategy November 2024 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update Read more →
Back to all posts →