Asset Class Returns From 2009 To 2023: Chart

We looked at the emerging markets returns and S&P 500 sector returns chart for 2023 in two posts earlier. In the post below let’s take a quick look at the asset class returns chart from 2009 to 2023 that was also published by Novel Investor. As expected, large caps were the winners in 2023 followed …

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The Top 10 States for Inbound and Outbound Migration in the US 2023: Chart

Migration within states in the US increased during the Covid-19 pandemic era when people in big cities moved out to smaller cities and rural areas. The popularity of remote work after the pandemic also is a driving factor for population migration. A recent report by the Tax Foundation noted that more people migrated from high-tax …

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Emerging Markets Returns by Country 2009 to 2023: Chart

We reviewed the S&P 500 sector performance chart for 2023 in an earlier post. The following chart shows the emerging markets returns by country from 2009 to 2023 also published by Novel Investor. Last year Hungary was the best performing emerging market followed by Greece and Poland. Who would have thought that Greece, which was …

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Dividend Withholding Tax Rates by Country for 2024

S&P Global has published the Dividend Withholding Tax Rates by Country table for 2024. This handy one-pager is a useful tool for investors that invest in foreign stocks. Dividends from most foreign stocks are subject to withholding taxes for Americans and hence it is important to keep track of the rates. Higher tax rates would …

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S&P 500 Sector Performance by Year from 2009 to 2023: Chart

The latest edition of the annual S&P sector performance chart for the S&P 500 was published by Novel Investor this week. In 2023, the best performing sector was the tech sector as represented by INFT, the S&P 500 Information Sector Index. The sector annual return’s was over as astonishing 57%. The next top performers were …

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