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2023 Fourth Quarter and Twelve-Month Review

After a dismal 2022 for the four major North American indexes, it was great to see they closed out 2023 with big gains in the fourth quarter, leading to record highs. The three American indexes – the S&P 500 Index (S&P), the Dow Jones Industrial Average (DJIA), and the Nasdaq Composite Index (Nasdaq) – all ended the year riding a 9-week weekly winning streak. The Toronto Stock Exchange Composite Index (TSX) was not as hot but still concluded the year with three straight weeks of gains.

Despite initial concerns about inflation and recession, 2023 turned out to be a remarkable year for stock market performance. This unexpected rally was led by mega-cap technology stocks and other growth companies that had faced significant losses during the bear market in 2022.

2023 Third Quarter Review

Since the start of the year, all four of the major North American indexes – Toronto Stock Exchange Composite Index (TSX), the S&P 500 Index (S&P), the Dow Jones Industrial Average (DJIA), and the Nasdaq Composite Index (Nasdaq) – finished the first half higher than they started, as did the three portfolios, thanks to a bull run in the Nasdaq and the S&P. Unfortunately, what had been a strong bull run for the first half of the year, saw the emergence of a bear or two in the third quarter.

Let’s look at what happened during the third quarter of 2023 ….