FUN STUFF

Six weeks are gone in 2007 and some interesting trends have developed. Here goes:

Small Cap Growth +6.4%
Small Cap Value- FLAT

Large Cap Growth +2.6%
Large Cap Value +1.8%

MIDCAPS +6.8%
SPX +2.6%
DJIA+2.4%
RUT 2K +3.9%

WILSHIRE 5K+3.3%
OEX (SPX 100) +1.3%

NAZ COMP +3.4%

NDX 100 +3.7%

Pretty clear the largest of the large caps are underperforming yet again despite all the great value to be found according to most TV pundits. How about this for the biggest of the big:

XOM-1.6%

GE -3.5%

MSFT -3.8%

C-2.9%

BAC +1.2%

The EWA (Australian etf) looks pretty good as it just continues to go straight up; 24% last year and already over 6% this year.

And one of last year's laggards, HHH (internet holder etf), +10.4% after dropping 20.4% in 2006.

Transportation index +12% after underperforming last year.

IYR (reit etf), +10.9%; ITA (def/aero etf), +7.4% and XRT (retail etf), +7.1%.

Everyone's favorite tech stocks:

AAPL- FLAT

CSCO +.7%

GOOG +2%

HPQ +3.8%

MSFT -3.8%

XLK (large cap tech etf) +2.8%.

My favorite silver stocks:

SSRI +13.6%
PAAS +13.7%

If you stayed away from large caps, the year has probably started out pretty well.