Student of the Market: June 2022
June 2022 highlights
- Largest stocks lost the most in 2022
Through 5/31/22, the five largest stocks in the S&P 500 have been responsible for a large share of the negative equity performance this year, returning -22.5% on average. - Largest equity sector disparity since 2000
This year, we are seeing the largest disparity between the best performing (energy, 58.5% YTD) and worst performing (consumer discretionary, -24.7% YTD) since 2000. - Extreme commodity cycles
Commodities have been performing extremely well this year. Historically, previous cycles of extreme commodity performance have lasted for multiple years.
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