Effects on Returns for Missing Best Trading Days by Country Indices

I written many times before on the importance of staying invested. Recently I wrote about the impact on returns for the DAX Index based on a study by Sutor Bank of Germany. The study also included effect on returns for missing out the best days on other country indices. For the S&P 500, if an investor …

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US Retirement Plan Accounts: Contribution Limits for 2021

The contribution limits for 2021 for the various retirement plans has been released by the Internal Revenue Service(IRS). The contribution limits for Traditional IRA and Roth IRA stands at $6,000 per person (provided one is qualified to contribute). The catchup contribution limit for those aged 50 or higher is $1,000. For college savings, the Coverdell …

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Health Epidemics and MSCI World Index Performance 1970-2020

I have written a few articles earlier on pandemics and equity markets which can be found here and here and here. The following chart shows the major health epidemics and the performance of the MSCI World Index since 1970. The index has powered through global health epidemics such as Dengue, Zika Virus, SARS, Swine Flu, …

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Tourism as a Percentage of GDP for Select Countries

Tourism is a major industry in many countries. The below chart from OECD shows tourism as a percentage of GDP for select countries. Tourism accounts for 12.5% and 11.8% of the GDP for Portugal and Spain respectively. Other economies with high high dependence on this industry include France, Mexico and Greece. Tourism is 2.8% of …

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