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FundX

Helping people take charge of their financial futures since 1969. Actively managing fund & ETF portfolios to build and preserve wealth.

Fiduciaries who act in your best interest. Investment Management Education Alliance (IMEA) Star Award winner. Social media disclosures:https://go.fundx.com/l/53802/2022-05-10/l6ysy2/53802/1652216413dvDOLsLZ/Disclosures_about_FundX_and_social_media_2022.pdf

06/06/2023

ETF investing is changing. For decades, most ETFs have been passively managed ETFs that are designed to track a market index. But lately, actively managed ETFs are gaining ground.

What are active ETFs? How do they differ from passive (index-based) ETFs? And why are so many people investing in them? Get up to speed the new world of active ETFs here: http://ow.ly/6u9Y50OyiiT

02/08/2023

What can we expect from the stock market in 2023? After a bear market year, what happens next? These are some of the questions we're hearing from investors lately, and while there is no way to know what will happen in 2023, market history can help us distinguish between what usually happens and what tends to be a rare occurrence.

Looking back at the S&P 500’s calendar-year returns and largest intra-year declines since 1980, it’s clear that stocks are up most of the time. The S&P 500 gained in 32 of the last 42 years.

Down years in the market were usually followed by years of good gains. While stocks have had back-to-back calendar-year declines, as in 2000-2003, in most instances, stocks have bounced back.

A positive year for stocks isn’t necessarily an easy year for investors-- as the intra-year drawdowns indicate. Stocks have declined at some point in every year since 1980, though bear market declines (-20% or more) as we saw in 2022, have been rare.

On average, stocks have lost about -14% a year, so while stocks are off to a positive start to 2023, it’s reasonable to expect that we’ll see a pullback eventually.

Remember that this is the history of the S&P 500; other indexes, such as the tech-oriented Nasdaq 100 and the small-cap Russell 2000, have been more volatile over time, so if you invest in riskier areas of the market, you’ll want to adjust your expectations accordingly.

There is no crystal ball to tell us how this year or any year will unfold, and future markets are often different than most people expect. So try to stay open-minded about where the market is headed and focus on what you can control.

We're here to help. If you aren't sure if you're still on track after the market upheaval in 2022, set up a time to talk with an adviser: http://ow.ly/Ti0s50MIyN1

09/19/2022

Too many investors get stuck in this cycle. They sell out of stocks to try to avoid losing money during market declines, and then they don't buy back in until markets have recovered.

This is one of the pitfalls of investing in volatile markets. Our deep-seated desire to prevent losses can hurt our ability to build lasting wealth and establish true financial security.

Market conditions like this can trigger our worst instincts and lead to mistakes. Find out what to watch our for now and how to make better long-term investment decisions here: http://ow.ly/JsLl50KLUBN

09/06/2022

The stock market's summer rally ended midway through August, and major US indexes gave back about half of their summer’s gains. Foreign indexes also lost ground: emerging markets held up best, while Europe was among the worst performers in August.

In the US, stocks and bonds fell after Fed Chairman Jerome Powell indicated that the Fed would continue to raise interest rates, despite some signs that inflation was moderating. The challenge for the Fed remains how to tame inflation without wiping out growth.

History offers some perspective on the rest of 2022: While August and September have historically been weaker months for stocks, in midterm election years, the fourth quarter tends to be strong. So try to keep a long-term perspective and stay focused on what you need to do in order to meet your investment goals.

If you're struggling to stay on track in this market environment, then let's talk. Set up a time to touch base with an adviser here: http://ow.ly/yJ9x50Kzjc6

08/04/2022

July was a banner month for US stocks. The tech-heavy Nasdaq 100 Index (as tracked by the QQQ ETF) led the way, gaining 12.6%, and the S&P 500 had its best July since 1939 (!), up 9.2%.

As is often the case, the stocks that lost the most in the decline gained the most in July. Growth indexes outpaced value indexes of all capitalizations in July but they lag value stocks over the trailing trailing 6 and 12 months.

While it’s encouraging to see stock market gains, it may not mean that the bear market is over. Stock market rallies are common during bear markets, and historically most bear markets have lasted longer than this one. Yet bear markets can end suddenly, even before the root causes of the decline are resolved, and some bear markets (like the Covid crash in March 2020) have been shorter than others.

Rather than trying to guess what might happen with the markets, focus on what you need to do to move forward on your investment plans. If you're feeling stuck this year or you've gone off track, take some time to check in with an adviser: http://ow.ly/6Ofz50Kab6S

07/13/2022

Stocks are off to one of their worst starts to a year in decades. The Dow fell -14.5% in the first half of 2022, the S&P 500 lost -20%, and the tech-heavy Nasdaq 100 fell -29.3%.

There was no where to hide from losses. Stocks of all sizes, styles, and regions fell, and all sectors (except energy) were down. Foreign stock markets were down about the same as US. Europe sank -19.4%, and Emerging Markets lost -17.4%.

So where do markets go from here? What can investors expect in the second half of 2022? If history is any guide, the rest of the year could bring gains. When the S&P 500 has lost ground in previous starts to the year, it has rallied back in the second half.

So try to stay focused and on track. Remember that bear markets have usually been much shorter than bull markets, and nearly all have been followed by good gains.

If you are struggling this year or you have a history of panicking during down markets, then consider working with an adviser who can help you get an investment plan together, determine an appropriate risk level, and stay invested in an allocation that meets your needs.

Set up a no-obligation, hassle-free time to talk with a FundX adviser here: http://ow.ly/Hx6H50JPSgF

We've helped hundreds of clients navigate up and down markets over the years. Let's see what we can do for you.

06/16/2022

It's felt like a bear market for some time, and now it's official: the S&P 500 entered a bear market on Monday June 13. So what happens now?

If this bear market is consistent with prior ones, then it probably isn't over yet. Bear markets have usually lasted a little less than a year (300 days) on average, and average losses have been steeper than what we've seen so far (-30 to -35%, depending on if there's a recession).

The good news is that once S&P 500 crosses into bear market territory, its returns over the next year tend to be above average.

Learn more about what to expect during bear markets here: http://ow.ly/TylB50JzwtC

06/04/2022

The S&P 500 rallied back from the brink of a bear market to end the month with small 0.2% gains. Value stocks outpaced growth once again. Most value indexes were up in May, while growth indexes, like the tech-heavy Nasdaq 100, were down. Foreign markets ultimately came out on top for the month: Europe was up 2.7%, and the MSCI EAFE (Europe, Australasia, and the Far East) Index gained 2.0%.

Are markets stabilizing or is there more volatility ahead? Will the value trend last? Are foreign markets on the verge of a comeback? No one knows today what future markets will bring (and future markets are often different than most people expect).

05/21/2022

The S&P 500 briefly fell into a bear market (a decline of at least -20%) on Friday. The index is down -18% this year to date. Other indexes, such as the tech-focused Nasdaq 100 small-cap Russell 2000, are already solidly in bear market territory.

Are you prepared for a bear market? Many investors assume the next bear market will be like the last one but the March 2020 Covid crash wasn't a typical bear.

FundX investment advisers have been helping clients navigate up and down markets for decades, and they put together a list of six things to expect in a bear market: http://ow.ly/iGVy50JezBv

Find out how long bear market declines tend to last, why some bear markets are longer (and steeper) than others, and what might give you a little peace of mind.

05/04/2022

April was the worst month for stocks since the pandemic bear market with all major indexes posting losses for the month. This year's decline has erased most gains for the trailing 12 months. The Dow held up best in April, down -4.9%, while the S&P 500 fell -8.8%, and the technology-focused Nasdaq 100 lost -13.6%.

The S&P 500 is down about -13% this year through April 30, which is actually about average. Since 1980, the index has averaged about a -14% decline a year, and yet it's ended most years with gains.

The Nasdaq 100, which tends to be more volatile than the S&P 500, fell back into a bear market and is down -21% YTD.

Value stocks held up best in the April sell-off, and the large-cap Russell 1000 Value index (as measured by IWD) is still slightly positive for the 12 months ending April 30.

Market declines are unsettling, but historically they're not unusual, which is why advisors design investment plans that aim to help their clients participate in market upswings and stay on course through periodic pullbacks. If you're struggling to navigate this environment, reach out to an advisor: http://ow.ly/7XrG50IYqxU

04/16/2022

Did you make a contribute to your IRA or Roth IRA this year? Don't forget to invest your contributions.

Making regular contributions is an important first step, but in order to have enough money to live comfortably in retirement, most people need to invest their contributions to try to grow their assets over time.

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