アッパーマス層に到達！！！会社員が成長株と配当株の米国株と日本株でお金持ちを目指します。最新の米国株関連、米国文化等役に立つ情報を発信します。ポートフォリオについても研究します。
Outperformed the S&P 500 in all four past rate hiking periods and gained 70% or more
| Company | Symbol | YTD stock % ch. | Stock average gain during rate hikes* | Sector |
|---|---|---|---|---|
| Advanced Micro Devices | (AMD) | -20.2% | 277.4% | Information Technology |
| Apple | (AAPL) | -10.9% | 113.7% | Information Technology |
| Trimble | (TRMB) | -22.6% | 93.6% | Information Technology |
| Adobe | (ADBE) | -22.5% | 93.2% | Information Technology |
| Corning | (GLW) | -0.6% | 80.9% | Information Technology |
| Amphenol | (APH) | -14.5% | 73.9% | Information Technology |
| Lam Research | (LRCX) | -29.0% | 72.3% | Information Technology |
| Bio-Techne | (TECH) | -19.0% | 71.8% | Health Care |
| Company | Symbol | Stock YTD % ch. | Sector | Dividend yield |
|---|---|---|---|---|
| Mosaic | (MOS) | 50.4% | Materials | 0.81% |
| Marathon Oil | (MRO) | 43.1 | Energy | 1.22 |
| Baker Hughes | (BKR) | 36.8 | Energy | 2.31 |
| Exxon Mobil | (XOM) | 36.3 | Energy | 4.34 |
| Chevron | (CVX) | 33.9 | Energy | 3.64 |
| Kroger | (KR) | 29.9 | Consumer Staples | 1.52 |
| Organon | (OGN) | 26.8 | Health Care | 2.87 |
| Archer-Daniels-Midland | (ADM) | 22.7 | Consumer Staples | 1.95 |
| Marathon Petroleum | (MPC) | 20.9 | Energy | 3.00 |
| Leidos Holdings | (LDOS) | 20.8 | Industrials | 1.37 |
| Company | Ticker | 52-week high date | Stock % ch. from high | Sector |
|---|---|---|---|---|
| Penn National Gaming | (PENN) | 3/15/2021 | -70.0% | Consumer Discretionary |
| ViacomCBS | (VIAC) | 3/15/2021 | -65.5 | Communication Services |
| Moderna | (MRNA) | 8/10/2021 | -62.5 | Health Care |
| Discovery | (DISCA) | 3/19/2021 | -62.1 | Communication Services |
| The Gap | (GPS) | 5/18/2021 | -54.7 | Consumer Discretionary |
| (TWTR) | 2/25/2021 | -53.8 | Communication Services | |
| Enphase Energy | (ENPH) | 11/22/2021 | -51.9 | Information Technology |
| Biogen | (BIIB) | 6/7/2021 | -50.1 | Health Care |
| Company | Ticker | YTD stock change | % change from high | Date of 52-week high | Sector |
|---|---|---|---|---|---|
| Moderna | (MRNA) | 188.6% | -39.4% | Aug. 10 | Health Care |
| Generac Holdings | (GNRC) | 78.7 | -22.5 | Nov. 2 | Industrials |
| Mosaic | (MOS) | 50.5 | -19.9 | Oct. 20 | Materials |
| Occidental Petroleum | (OXY) | 71.3 | -17.1 | Oct. 26 | Energy |
| Nucor | (NUE) | 102.2 | -16.5 | Aug. 13 | Materials |
| APA | (APA) | 84.5 | -15.9 | Nov. 8 | Energy |
| DexCom | (DXCM) | 51.5 | -15.0 | Nov. 18 | Health Care |
| Gartner | (IT) | 98.8 | -13.7 | Nov. 2 | Information Technology |
| CF Industries | (CF) | 53.2 | -12.9 | Nov. 18 | Materials |
| Tesla | (TSLA) | 53.7 | -12.8 | Nov. 4 | Consumer Discretionary |
| Fortinet | (FTNT) | 110.8 | -11.9 | Nov. 8 | Information Technology |
| EOG Resources | (EOG) | 73.6 | -11.9 | Nov. 8 | Energy |
| Marathon Oil | (MRO) | 133.6 | -11.4 | Nov. 8 | Energy |
| Simon Property Group | (SPG) | 78.1 | -11.3 | Nov. 18 | Real Estate |
| S&P 500 | 21.9 | -2.7 |
They beat the market during the month in each of the past five years
| Company | Ticker | Sector | Dec. 2016 | Dec. 2017 | Dec. 2018 | Dec. 2019 | Dec. 2020 | Dec. Avg. |
|---|---|---|---|---|---|---|---|---|
| CF Industries | (CF) | Materials | 8.8% | 13.5% | 3.1% | 3.3% | 3.8% | 6.5% |
| Hilton Worldwide | (HLT) | Consumer Discretionary | 8.5% | 3.0% | -5.0% | 5.6% | 7.4% | 3.9% |
| Marriott International | (MAR) | Consumer Discretionary | 5.0% | 6.9% | -5.6% | 7.9% | 4.0% | 3.6% |
| Sysco | (SYY) | Consumer Staples | 4.0% | 5.2% | -7.0% | 6.2% | 4.2% | 2.5% |
| Microsoft | (MSFT) | Information Technology | 3.1% | 1.6% | -8.4% | 4.2% | 3.9% | 0.9% |
| S&P 500 | 1.8% | 1.0% | -9.2% | 2.9% | 3.7% | 0.0% |
| Company Name | Symbol | Closing Price | 2021 YTD Performance |
|---|---|---|---|
| American Express | (AXP) | 173.78 | +43.7% |
| Apple | (AAPL) | 149.80 | +12.9% |
| Disney | (DIS) | 169.07 | -6.7% |
| Goldman Sachs | (GS) | 413.35 | +56.7% |
| Merck | (MRK) | 88.05 | +12.9% |
| Microsoft | (MSFT) | 331.62 | +49.1% |
