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Category: Style analysis

Style-Box Update 11/15/21 – Large-Cap Growth Reasserts Itself, But Value Working Too

November 16, 2021 Brian Gilmartin Leave a comment

  This blog’s “Style-Box Update” done every 6 weeks is being posted this morning in the spreadsheet above, and it…

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Posted in: 2022, Secular Bull Market, Style analysis

Style Box Update: Small and MidCap Value Still Outperforming YTD

October 3, 2021 Brian Gilmartin Leave a comment

This blog updates the various market-cap (large, mid, and small-cap) and styles (growth versus value) every 6 weeks, so the…

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Posted in: Style analysis

Style-Box Update: Mega-Cap Growth Reasserts Itself but Value Leads in SMID

August 14, 2021 Brian Gilmartin Leave a comment

This spreadsheet is a little “busier” than I’d wanted for readers, but the border areas show full-year returns by “style”…

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Posted in: Style analysis

SP 500 Earnings and Style-Box Update: Big Jump in Forward SP 500 Estimate

July 4, 2021 Brian Gilmartin Leave a comment

The “forward 4-quarter” estimate this week jumped to $199.34 from last week’s $192.56, which is an increase of $6.78 per…

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Posted in: Style analysis, Weekly Earnings Update

Style-Box Update: Value’s In, Growth Is Out

May 15, 2021 Brian Gilmartin Leave a comment

Data Source: Morningstar For the first time really since 2016, “Value” is outperforming “Growth” by a material margin. The value…

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Posted in: SP 500 Equal-Wt (RSP), Style analysis

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