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Winners and losers, between funds and investments on the US stock exchange

For many funds and many investments, 2021 was a positive year, for others it was a real disaster.In this article we try to analyze who won and who lost within these two categories, especially from a point of view. to the United States and the Standard & Poor's 500.

Let's start by evaluating the investment sectors, in the form of macro areas:

If 2020 had been a very tough year for energy and oil, 2021 instead rewarded these two sectors. Even Bitcoin, despite the last few days not positive, was an excellent investment which were the worst investments:

  • Hedge fund
  • US government bonds
  • Gold

It should be striking that hedge funds born to invest professionally are actually some of the worst investments on the market. The much maligned oil was ultimately the best investment. Even investing in indices, both SP500 and Russell, would have yielded much better results than professional investors.

Now let's see the best stock in the Standard & Poor's 500 index:

We see that at the top there are stocks belonging to the energy and hospital medical sector, communications and consumer goods at the bottom, indicating that, unfortunately, this year we had one of the worst years from the point of view of consumption.

Now let's move on to US managed funds

The best funds are followed by HSBC and Senvest has been one of the most active in punishing short sales on GameStop. However, it was a tough year for managed funds as less than half managed to exceed the benchmark of the Standard & Poor's 500. In the end it seems that these great gurus of managed investment funds don't always get it right, or in the end they fail. to make outstanding performance. The question should be whether they truly deserve the often multi-million dollar commissions they bring home.


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The article Winners and losers, between funds and investments in the US stock exchange comes from ScenariEconomici.it .


This is a machine translation of a post published on Scenari Economici at the URL https://scenarieconomici.it/vincitori-e-vinti-fra-fondi-e-investimenti-nella-borsa-usa/ on Sat, 08 Jan 2022 14:23:50 +0000.