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A Buoyant And Somewhat Less Growth Oriented Quarter In Retrospect.

As this most recent investment moment continues and moves on, I've been thinking about kind of a peculiar inkling I've been having while looking over various returns etc.

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The notion or sensation was something like a clean sake. It had a clean feeling, not disturbing or bitter, but there was a little tinge of peculiarity that sort of colored, and perhaps may continue to color (until this trend plays out) investment performance tendencies.

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(source; http://makezineblog.files.wordpress.com/2013/04/m033_proj_sake _opener_tight.jpg?w=620&h=413)

Source; http://makezineblog.files.wordpress.com/2013/04/m033_proj_sake_opener_tight.jpg?w=620&h=413

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I personally like stocks that give you that feeling of driving towards something. Something that's a little fiery but at the same time productive. This quarter has been kind of placid for these favorite sheep in my flock, and hence, its not always bad to lack that vigor per se, but its been subtly smoothed out over the past month or so(which is historically speaking somewhat unusual, but not necessarily "bad").

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Today, I started about thinking about this and found some convenient statistical data per se, to help really recognize this notion.

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This was discovered by comparing S&P sub-indexes, and if one follows along by opening the following tabs in a new page for example one can see what's being suggested.

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(In Descending Order);

http://us.spindices.com/indices/equity/sp-100

http://us.spindices.com/indices/equity/sp-400

http://us.spindices.com/indices/equity/sp-600

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I found personally that the most enlightening time-frame involved the quarter to date("QTD"; upper left hand corner under tab titles(whole website design is kind of smoky so doesn't really jump out at you per se) time frame.

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If we start with the S&P 100 QTD value we see that its a return of 7.89%.

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The S&P 400 Midcap has a QTD of 5.7%

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The S&P 600 Small Cap has a QTD of 7.11%

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Ok, so we have a bunch of numbers, but what they imply is that this most recent quarter hasn't been the average sort of seasons for stocks per se.

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If one pans out on the time-frame and looks at the longer term time-frames, one can remark upon the well-established norm, of Small outperforming mid(in most cases), and in turn Mid out-performing large.

As makes sense due to notions of percentage growth of various metrics etc etc.

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Anyway, perhaps if anyone else noticed this sort of interesting seasonality to stocks recently, but perhaps didn't really grasp it 100%, perhaps this will help them aswell.

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Hopefully this will be as refreshing as a decent Sake, and even though I'm not one to consume per se so much these days, hopefully someone out there may be enjoying a tasty sip of some mineral laden spring water brewed Sake as we read, or speak.

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Happy Holiday Season,

Dave