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Welcome to the WINDERMERE blog

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I wouldn’t normally use this column to analyze the daily movements of any individual equity. As you all know, there are many reasons for a stock price to move day in and day out, and as long term investors, we don’t like to get too deep into those daily gyrations. However, when a client asked […]

Client Question: Reason for Stock Pop

October 19, 2023

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August is typically a challenging month for stocks and that is proving to be true yet again this year (at least as of August 2nd while I’m writing this note). We did get relatively tame data regarding inflation and jobs earlier in the week and another jobs report will hit the wires shortly before this […]

Best S&P 500 Sectors Over a Business Cycle

August 2, 2023

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For the past two weeks, I’ve addressed client questions related to two popular equity market indexes – the NASDAQ and the Dow Jones Industrial Average. While no none asked me specifically about the seemingly most popular equity index, I couldn’t leave this series of questions without addressing it. So let’s take a closer look at […]

Client Question: S&P 500 Index

August 2, 2023

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During a quarterly review meeting recently, a client asked why we include a schedule showing the sector weighting of their portfolio versus the sector weighting of the S&P 500. It was a great question and one I thought was worth diving into this week. First, a few definitions: S&P 500 index – this is a […]

Client Question: Sectors

May 12, 2022


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