Ballpark numbers - YTD model performance +10%, S&P +4%, small cap value +7%, FESCX +12% February was a breakeven month for relative performance, for the year so far gold and healthcare have been weak, economically sensitive above average, small caps about average, and one stock, Scott’s Miracle - SMG, contributing most of the relative performance.
February Performance
February Performance
Ballpark numbers - YTD model performance +10%, S&P +4%, small cap value +7%, FESCX +12% February was a breakeven month for relative performance, for the year so far gold and healthcare have been weak, economically sensitive above average, small caps about average, and one stock, Scott’s Miracle - SMG, contributing most of the relative performance.