April’s end-of-month momentum carried into and through the month of May. June, thus far, has seen a continuation of the positive momentum. After three consecutive down months, portfolios in May were rewarded with patience in holding on to the long investment theses in individual stocks. Q1 earnings proved to be stronger than anticipated. The S&P […]
May 2025 Review – Looking Ahead Read More »
April turned in a bumpy market ride. Only the NASDAQ index eked out a small percentage gain for the month. The tariff announcement (Liberation Day) by President Trump on April 2nd derailed the market. Technology names, already priced lower in March, fell further with the rest of the market. No sector was left unscathed. By
April 2025 Review – Looking Ahead Read More »
GARRETT NAGLE & CO., INC. Held NMS Stocks and Options Order Routing Public Report Generated on Tue Apr 15 2025 10:17:49 GMT-4 EDT 1st Quarter, 2025 Download Report
Quarterly Order Flow Ending Mar-31-25 Read More »
The month of March was a bumpy ride. The averages retreated back to summer and fall 2024 levels, continuing the slide that began in February. The Magnificent Seven has been repriced and only Netflix remains positive YTD through Q1. Small-Caps fell off dramatically and remain the worst area to invest with an uncertain investment backdrop.
March 2025 Review – Looking Ahead Read More »
February closed out a negative month for stocks across all market indices. On February 19th the S&P 500 hit a new all-time high, while the DOW and the NASDAQ were just shy of theirs. The Russell 2000 was nowhere close to its high but participated on the downside. All four indices retreated from then
February 2025 – Looking Ahead Read More »
January started off 2025 on a positive note with all indices ending in the black. Investor cash sloshed around, moving out of Large-Cap equities while adding to Small-Caps, especially in Healthcare. The Financial and Consumer Discretionary sectors were also rewarded with investment. Technology was hammered at the end of January as the news of China’s
January 2025 Review – Looking Ahead Read More »
Markets limped into year-end but still closed out 2024 with solid performance. The S&P 500 finishing over 20% in back-to-back years has only occurred a few times since 1950. The other occasions were 1954-1955 and 1995-1998. That capped four straight years of +20% performance with 1999 falling just short of +20%. December weathered a significant
2024 Review – Looking Ahead Read More »
GARRETT NAGLE & CO., INC. Held NMS Stocks and Options Order Routing Public Report Generated on Fri Jan 10 2025 09:45:23 GMT-5 EST 4th Quarter, 2024 Download Report
Quarterly Order Flow Ending Dec-31-24 Read More »
November was a strong month of market performance. Both the S&P 500 and the DOW finished at new all-time highs. The broadening out of the market became increasingly evident when viewing the sector rotation in trading. Money moved during the month into Consumer Discretionary (Nov +14.8%), Financials (Nov +12.5%) and Industrials (Nov +8.6%). The Healthcare
November 2024 Review – Looking Ahead Read More »
September closed out Q3 in the black across all four indices. The Small-cap Russell 2000 eked out a positive month after losing ground in August. The Small-cap story has stalled as investors have continued to invest into the Large-cap value and growth categories. Money Market and U.S. Treasury yields have moved lower. Utilities (+7.6%), Consumer
September 2024 and Q3 Review Read More »
Founded in 1976, Garrett Nagle & Company is a boutique investment management firm specializing in managing portfolios for high net worth individuals and institutions. Based in Woburn, Massachusetts, our portfolios are separately managed and customized according to each client’s individual risk tolerance and return objectives. The firm is a Registered Investment Advisor with the SEC.
Founded in 1976, Garrett Nagle & Company is a boutique investment management firm specializing in managing portfolios for high net worth individuals and institutions.