Value Stocks Outshine Growth Amidst Rising Treasury Yields: Key Sectors and Stocks Analyzed
Portfolio Pulse from Piero Cingari
Value stocks have outperformed growth stocks recently, with the Vanguard Value Index Fund ETF (VTV) beating the Vanguard Growth Index Fund ETF (VUG) by 5% over the past month. This shift is due to investors adjusting their strategies amidst fluctuating market dynamics, including rising U.S. Treasury yields. The Energy Select Sector SPDR Fund (XLE) was the highest-performing sector, while the Technology Select Sector SPDR Fund (XLK) faced a setback. Notable stock contributors include Exxon Mobil Corp. (XOM), Marathon Oil Corp. (MRO), and Regeneron Pharmaceuticals, Inc. (REGN).
August 21, 2023 | 5:53 pm
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POSITIVE IMPACT
Marathon Oil Corp. had a positive contribution to the Vanguard Value Index Fund ETF over the past month.
The positive performance of MRO contributed to the outperformance of the Vanguard Value Index Fund ETF.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Regeneron Pharmaceuticals, Inc. had a positive contribution to the Vanguard Value Index Fund ETF over the past month.
The positive performance of REGN contributed to the outperformance of the Vanguard Value Index Fund ETF.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Vanguard Value Index Fund ETF outperformed its growth counterpart by 5% over the past month.
The outperformance of VTV is due to the shift in investor strategies amidst rising U.S. Treasury yields.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
The Energy Select Sector SPDR Fund was the highest-performing sector over the past month.
The outperformance of XLE is due to the shift in investor strategies amidst rising U.S. Treasury yields.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Exxon Mobil Corp. had a positive contribution to the Vanguard Value Index Fund ETF over the past month.
The positive performance of XOM contributed to the outperformance of the Vanguard Value Index Fund ETF.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
Vanguard Growth Index Fund ETF underperformed compared to its value counterpart over the past month.
The underperformance of VUG is due to the shift in investor strategies amidst rising U.S. Treasury yields.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
The Technology Select Sector SPDR Fund faced a setback over the past month.
The underperformance of XLK is due to the shift in investor strategies amidst rising U.S. Treasury yields.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100