Monthly Archives: January 2025

MWG Focus: The Consumer Electronic Show

Kicking the Tires at CES 2025

Written by Senior Portfolio Manager, Michael Hakes, CFA, MBA.

At the start of January, MWG attended CES 2025 (The Consumer Electronic Show), the premier technology show featuring 4,500 exhibitors and 141,000 attendees. This event showcased the latest innovations across various technology sectors, including Augmented Reality, Virtual Reality, Digital Health, Fintech, Wearables, Smart Home, Robotics, Vehicle Tech, and Advanced Mobility (Autonomous Vehicles). Read

December Portfolio Update | 2024

Thoughts on the Market: December Edition

We closed out 2024 with a second consecutive annual return of 25% for the benchmark S&P 500. As in 2023, size mattered, as evidenced by the 62% return for the ten largest companies in the Index. The other 490 companies, which still include some big winners like Walmart (+73%), Netflix (+88%), GE (+66%) and American Express (+40%), to name a few, rose 12% on average. The market exited the year with a P/E ratio of 21x. Read

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