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 …
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 …
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
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 …
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 …
The month of June continued the strong performance in Technology (+11.34%), evidenced by the NASDAQ index for the month, 2nd quarter and YTD. Many of the names are also represented in the S&P 500. Small and mid-cap equities have underperformed YTD. Communication Services (+6.28%) and Consumer Discretionary (+5.26%) were also strong June performers. Utilities (-4.66%) …
GARRETT NAGLE & CO., INC. Held NMS Stocks and Options Order Routing Public Report Generated on Wed Oct 09 2024 02:24:39 GMT-4 EDT 3rd Quarter, 2024 Download Report
GARRETT NAGLE & CO., INC. – Held NMS Stocks and Options Order Routing Public Report Generated on Thu Jul 11 2024 08:30:10 GMT-4 EDT 2nd Quarter, 2024 April 2024 S&P 500 Stocks Summary Total Non-Directed Orders Non-Directed Orders as % of All Orders Total Market Orders Market Orders as % of Non-Directed Orders Total Marketable …
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 % …
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 …
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.