One of the simplest and easiest strategies for reducing risk with investing is diversification across asset classes. In addition to equities, it is important to hold fixed-income assets in a portfolio. Bonds can provide a cushion during adverse market conditions and one can also reinvest coupon payments in equities for instance or reinvest in other …
Continue reading ‘Fixed-Income Annual Returns 2014 to 2023: Chart’ »
Stocks are the best asset class to own to build wealth over the long-term. I have posted many charts on how stocks recover after bear markets and that number of year of bull markets tend to outnumber the number of bear market years. Recently I came a chart showing the bull and bear markets in …
Continue reading ‘Bull and Bear Markets in Canadian Stocks: Chart’ »
A handful of Indian companies trade on the London Stock Exchange (LSE) as Global Depository Receipts. Investors interested in these GDRs can buy them on the LSE just like another stock. In this post, let’s discuss a few of the common questions that investors might have and address them. 1.How many Indian firms trade on …
Continue reading ‘Indian Companies on London Stock Exchange: How to buy and other details’ »
The financial kingdom is not just inhabited by humans but also by other animals. The most famous animals are the bull and the bear. There are also many other animals that are used in the financial markets. For instance, the unicorn is used to describe a startup with a value of at $1 billion. Out …
Continue reading ‘What Animals Inhabit the Global Financial Markets’ »
In earlier posts we looked at the annual return charts for S&P 500 sectors, emerging markets and asset classes. Let’s wrap up the review with the final chart from Novel Investor for developed markets excluding the US. In 2023, Italy was the best performer followed by Spain and Denmark based on MSCI total returns for …
Continue reading ‘Developed Market Annual Returns from 2009 to 2023: Chart’ »