Rockbridge Institutional – January 2026 Market Review
Notwithstanding the volatility from political uncertainty, stocks continued to surge ahead this month, especially in non-domestic markets. Here’s the data for periods ending January 2026: Note: Stocks This month a global stock portfolio reflects results from more than technology stocks. The widely quoted capital-weighted S&P 500 returned 1%, under other indices. On the other hand, […]
Rockbridge Institutional – December 2025 Market Review
Notwithstanding ongoing predictions of a correction in AI stocks, markets turned in a good quarter and year. Here’s the data (periods ending December 31, 2025): Note especially: Stocks Stocks surged amid concerns for a correction. The S&P 500, which is a reasonable proxy for AI, continues to push ahead. The Magnificent Seven portfolio (a widely […]
Rockbridge Institutional – November 2025 Market Review
After bouncing back in the last week, stocks ended the month nearly flat. Here’s the data: Note especially: Stocks After some ups and downs, stocks ended the month essentially flat. The S&P 500 results include the effect of a pause in the upward trajectory of the stocks expected to benefit from AI. In the Magnificent […]
Rockbridge Institutional – October 2025 Market Review
Stocks continue to provide extraordinary returns – bond returns above averages. Here’s the data: Note especially: Stocks Stocks continued their upward trajectory in October – our global portfolio earned above 2% (30% annualized). While there remains plenty of uncertainty – inflation, tariff implementation, political dysfunction to name a few – it has had little impact […]
Rockbridge Institutional – September 2025 Market Review
Note especially: Stocks Stocks continue to reward investors. Look at the returns from our equity portfolio – 19% year-to-date. Diversification across several markets contributed to these positive results. Yet, uncertainties remain, including the implementation and impact of tariffs, stock valuations, eventual payoff from massive AI investments, turmoil at the Fed, the path of interest rates, […]
Rockbridge Institutional – August 2025 Market Review
This month stocks are up; bond yields are down, shrugging off uncertainty. Here’s the data: Note especially: Stocks Stocks continue to do well. Volatility remains subdued. The positive results in international markets have contributed to the equity portfolio. Notice that the S&P 500 did not lead the way this month. Small cap stocks face more […]
Rockbridge Institutional – July 2025 Market Review
Stocks provide solid results to investors – diversification is important. Here’s the data: Note especially: Recent stock market returns International Market returns – Developed and Emerging Returns of the S&P 500 Index Results of a diversified equity portfolio Stocks While recent days remind us that stocks are volatile, even with ongoing political uncertainty and the […]
Rockbridge Institutional – June 2025 Market Review
Market Review Markets continue to shrug off any turmoil. Here’s the data for periods ending June 30, 2025: Note especially: The positive stock market returns this quarter That equity risk was rewarded in all periods Recent nondomestic market returns Inflation Stocks Stocks continue to look beyond today’s uncertainties for now. In the June quarter both […]
Rockbridge Institutional – May 2025 Market Review
Market Review In May, stocks rewarded perseverance, bond yields flashed concern. Here’s the data: note especially: The generally positive stock market returns this month and quarter The negative bond returns reflecting rising yields International markets significantly outpacing domestic markets so far this year The positive five-year stock results Returns of a diversified equity portfolio (highlighted) […]
Rockbridge Institutional – April 2025 Market Review
Market Review Here are recent returns from several market indices: Note especially the difference in returns among the various indices this past month and year to date. Also, note the generally positive results over longer periods. Stocks Domestic stock prices were volatile throughout April. After starting the month down significantly, stocks have bounced back recently […]