Garrett Nagle & Company

April 2024 Review – Looking Ahead

May started out under pressure after April broke five straight months of market gains. All indices and sectors finished April in the red. Real Estate was the hardest hit at -7.6%, Technology slid -6.2%, Healthcare dropped -5.6%, and Materials retreated -5.0%. Faring a bit better were Energy, down only -1%, Consumer Staples at -1.1%, and …

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Quarterly Order Flow Ending Mar-31-24

Quarterly Order Flow Ending Mar-31-24 GARRETT NAGLE & CO., INC. – Held NMS Stocks and Options Order Routing Public Report Generated on Wed Apr 10 2024 09:48:28 GMT-4 EDT 1st Quarter, 2024 January 2024 S&P 500 Stocks Summary Total Non-Directed Orders Non-Directed Orders as % of All Orders Total Market Orders Market Orders as % …

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First Quarter 2024 Review – Looking Forward

March closed out the first quarter in strong fashion. The Russell 2000 led the month’s positive performance charge, and both the S&P 500 (best Q1 since 2019) and DOW outperformed the NASDAQ. The broadening out of the market continued. The Magnificent 7 traded down for the last week in March in quarter-end rebalancing. Q1 earnings …

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February 2024 Review – Looking Forward

February continued the positive market performance. All indices participated in the upside as the market broadened out to sectors other than Technology. Both the S&P 500 and NASDAQ hit all-time highs. Q4 earnings season is close to complete. U.S. earnings growth is +8% year over year as companies have beat expectations, and revenue growth is …

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January 2024 Review – Looking Ahead

January continued the positive stock market momentum. Microsoft continues to be the performance front runner with solid Q2 earnings. Alphabet and Apple received tepid market reactions. Meta was enthusiastically bought on a tremendous earnings print. Amazon also delivered sterling results. Though the markets had broadened out during the month, Technology continues to drive the overall …

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December 2023 Review – Looking Ahead

December continued the upward market momentum begun in November. Exuberance over the possibility of Fed rate cuts carried the catchup/Santa Claus rally trade through to year-end. Small-cap outperformed while the Magnificent 7 continued to trade higher. A remarkable year in the markets, with plenty of ups and downs, highlighted by the concentration of just a …

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November 2023 Review – Looking Ahead

November delivered positively for the stock market. Building on third quarter earnings, the market finally started to broaden. All four indices managed to finish over +8% for the month with the NASDAQ over +10%. Technology was November’s big performance winner at +17%, followed by Consumer Discretionary at +13%, with Financials delivering +10.2%. All sectors rallied …

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October 2023 Review – Looking Ahead

The month of October ended with an upswing in the last two trading days. This carried over into November’s trading. The combination saw the S&P 500 up 6% last week. However, all of the market indices finished down for October. The Technology sector was flat for the month. The Super 7 Technology names were mixed…On …

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Quarterly Order Flow Ending Sep-30-23

Quarterly Order Flow Ending Jun-30-23 GARRETT NAGLE & CO., INC. – Held NMS Stocks and Options Order Routing Public Report Generated on Tue Jul 11 2023 11:07:47 GMT-4 EDT 2nd Quarter, 2023 April 2023 S&P 500 Stocks Summary Total Non-Directed Orders Non-Directed Orders as % of All Orders Total Market Orders Market Orders as % …

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September 2023 Review – Looking Ahead

The rise in the U.S. Dollar, as measured against the Euro and other currencies, ended September at a nearly 12-month high.  The U.S. Oil and International Crude indices recorded the highest prices since Russia invaded Ukraine in early 2022. At a yield of 4.77%, the 10 Year U.S. Treasury is at levels not seen since …

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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.

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