The following chart shows the performance of various asset classes for the past 20 years from 1998 thru 2017. The importance of diversification across asset classes is demonstrated by this colorful periodic table of investment returns: Click to enlarge Source: MFS
The following is a powerful chart from National Priorities Project showing some important stats of a country at war: Click to enlarge Source: Memorializing America’s Wars, National Priorities Project From the above article at NPP: Twenty million Americans are veterans -that’s nearly one in ten adults. 2.7 million Americans have served in the country’s current wars. More than 6,800 …
Investors in Real Estate Investment Trusts(REITs) are the big winners of new US tax laws. Currently dividends from REITs are taxed as ordinary income for US tax payers. This is substantially higher than taxes on qualified dividends at 10% for investments held for over one year. The ordinary income tax on REITs has also been …
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The small and mid cap universe of stocks is huge in the domestic market. For US investors, the international universe is much large with thousands of firms waiting to be discovered. To boost returns and potentially find multi-baggers investors can search for these firms in overseas markets. Some of the reasons for picking companies in …
Continue reading ‘Why Invest in International Small and Mid Cap Companies: Infographic’ »
Diversification is one of the most important strategies to follow when investing in equity markets. Putting all eggs in one basket is never a good idea. Many investors who piled into tech stocks during the dot-com era lost everything due to lack of diversification. Diversification can take many forms including spreading one’s asset among various …
Continue reading ‘US Asset Class Returns by Year 1998 to 2017: Chart’ »