What Drives Investment Success For A Long-Term Investor?

Investor biases and behavior are two of the important factors that determine success with long-term investing in the equity markets. Biases can be of many types such as home bias, recency bias, etc. Biases lead to behavior that can be damaging to an investor in terms of returns. For example, irrational behavior such as selling out …

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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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Foreign S&P Dividend Aristocrats Could Produce Higher Total Returns Than Their US Peers

In an article earlier this week, I wrote why foreign stocks may be better for a Dividend Growth Strategy than US stocks. In this post, let us discuss how investing in foreign stocks with dividend aristocrats could increase diversification and potentially offer higher total returns as well in addition to better dividend growth according to a …

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Knowledge is Power: Investing Lessons, World Disorder, British Bond Proxies Edition

Investing lessons from a theme park tour of California (and yes, markets are a lot like roller coasters) (Financial Post) Will equities continue to climb the ‘wall of worry’? (FE Trustnet) Will this bull market end with a whimper – or a catastrophic bang? (MoneyWeek) Martin Wolf: The long and painful journey to world disorder (FT) It’s Time for …

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U.S. Equity Sector Periodic Table Of Annual Total Returns 1992-2016

The Callan Periodic Table of Investment Returns for 2016 is not out yet. While we wait for the latest update, the chart for 2015 provides many valuable insights. Similar to the popular Callan chart, there are many types of charts are also online. Recently Fidelity published an interesting chart called a periodic table of annual total …

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