What an amazing year 2019. On Friday, the markets were in and out of the green most of the day.  But in the last hour of trading, investors logged back in for one more round of cheer and started buying stocks. 

New Year’s Eve Splurge	3:00 PM	4:00 PM
Dow Jones Industrial Average	28,677	28,645
S&P 500	3,243	3,239
NASDAQ Composite	9,020	9,006
Russell 2000	1,342	1,671

Nasdaq was the top performer in 2019, but all the major indices returned excellent results. Nasdaq and the S&P 500 had the best percentage gains since 2013.

• Nasdaq Composite +35.2% YTD
• S&P 500 +28.9% YTD
• Russell 2000 +24.0% YTD
• Dow Jones Industrial Average +23.8% YTD

During 2019, the S&P 500 had:

• 399 stocks up 10%,
• 312 stocks up 20%,
• 222 stocks up 30%. 

All the sectors were up on the year, and only Energy was down on the day.  Technology was the best performer and energy was the worst.

S&P 500 Index	YTD	12/31/2009
Communication Services (XLC)	31.77%	0.19%
Consumer Discretionary (XLY)	26.50%	0.14%
Consumer Staples (XLP)	25.22%	0.10%
Energy (XLE)	3.30%	0.57%
Financials (XLF)	28.64%	0.33%
Health Care (XLV)	20.16%	0.20%
Industrials (XLI)	27.76%	-0.06%
Materials (XLB)	21.92%	0.74%
Real Estate (XLRE)	28.86%	0.70%
Technology (XLK)	49.98%	0.32%
Utilities (XLU)	27.76%	0.39%

 The best performing stocks in the S&P 500 include: 

Symbol	Company	YTD Change
AMD	Adv Micro Devices	148.43%
LRCX	Lam Research Corp	114.73%
KLAC	K L A-Tencor Corp	99.09%
TGT	Target Corp	93.99%
CMG	Chipotle Mexican Grill	93.87%
QRVO	Qorvo Inc	91.39%
CPRT	Copart Inc	90.33%
XRX	Xerox Corp	86.59%
AMAT	Applied Materials	86.44%
AAPL	Apple Inc	86.16%

But it was not rosy for all companies, the biggest S&P losers include:

Symbol	Company	YTD Change
M	Macy's Inc	-42.91%
OXY	Occidental Petroleum Corp	-32.86%
GPS	Gap Inc	-31.37%
LB	L Brands Inc	-29.41%
DXC	Dxc Technology Company	-29.30%
MYL	Mylan NV Ord Shs	-26.64%
MOS	Mosaic Company	-25.92%
KHC	Kraft Heinz Company	-25.35%
ADS	Alliance Data Systems Corp	-25.24%

Today’s Session

It’s a new year, and the markets are off to the races and nearing record highs. Once again, the Nasdaq is the top performer, up .82% on the day.

Portfolio Approach

We are adding a new position to Consumer Discretionary.

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