Periodic Table of Investment Returns: Developed Markets 2002 Thru 2016

One of the key factors for success in equity investing is diversification. This strategy allows an investor to reduce volatility in a portfolio during adverse market conditions and helps smooth out returns over many years. I recently across the following Periodic Table of Investment Returns Chart showing the annual MSCI Total Returns of select developed markets from 2002 …

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U.S. Unemployment Rate Since 1948

The U.S. unemployment rate stood at 7.9% in January this year. This rate has not changed much since September of 2012. Based on this official figure, currently there 12.3 million unemployed individuals in the country. The actual unemployment rate is much higher since the official rate drops out many unemployed persons such as those that …

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US and UK Long Sovereign Bond Yields 1900-2012

Here is an interesting chart showing the yield on long government bonds of US and UK. In the 1970s and 80s, British bonds yielded over 12% while US bonds over 7% and 10% respectively. Since then the yields have fallen dramatically for both country bonds. At the end of last year 20 year government bonds …

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Cumulative Real Returns and Annualized Returns of Major Asset Classes of US Markets

Every year Credit Suisse publishes the Global Investment Yearbook which contains a wealth of data on many markets. From the 2013 edition here are two charts related to the US markets. The Cumulative Real Returns from 1900 to 2012 & the Annualized Real Returns of Major Asset Classes(%): Click to enlage     Source: Credit Suisse Global …

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For Higher Returns, Invest In Consumer Staples Than High-Yield Utilities

Consumer staples stocks traditionally have paid moderate dividends and offered slow and steady growth. Utility stocks on the other hand, have high dividend yields and are considered to have higher growth rates. When it comes to choosing a sector for investment investors are faced with this question: Should I go with consumer staples which pay …

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