The S&P had one of the spectacular returns in 2019. The index shot by nearly 31% on price only basis. With dividends reinvested, the total return was 33%. This return was the best return in the 30 to 40% range since 1928. The following chart shows the annual total return of the S&P since 1928: …
Continue reading ‘S&P 500 Annual Total Returns From 1928 To 2019: Chart’ »
The economy of China is increasingly becoming a domestic consumption oriented economy form an export-driven economy. As a result, consumption is booming and Chinese firms are focusing more on the local market than the overseas markets. By producing goods that most people can afford they are also taking market share from foreign multi-national firms. Hence …
Continue reading ‘The Top 10 Growing Domestic Brands in China: Chart’ »
The importance of dividends to a well-diversified portfolio cannot be understated. In fact, dividends account for a significant portion of the overall total return of the S&P over the long term. Though the current yield on the S&P is around 2%, the power of compounding and divided growth over time leads to a higher contribution …
Continue reading ‘How Much Dividends Contribute to S&P 500’s Total Return’ »
Callan has updated their popular “The Periodic Table of Investment Returns” with 2019 data. This chart shows the importance for diversification. For instance, U.S. large caps were the top performers in 2019 with a return of over 31%. Emerging markets which used to be hot a few years ago did not have such a great …
Continue reading ‘The Callan Periodic Table of Investment Returns From 2000 to 2019: Chart’ »
Emerging market equity returns vary wildly from one country to another. In addition, similar to developed markets, no country is the top performer in consecutive years. One year’s best performer can turn into next year’s worst performer. Novel Investor recently updated his returns chart for emerging markets. The following chart shows the equity returns of …
Continue reading ‘Emerging Markets Returns 2005 Thru 2019: Chart’ »