The Callan Periodic Table of Investment Returns From 2000 to 2019: Chart

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 …

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Emerging Markets Returns 2005 Thru 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 …

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Latest Dividend Yields by Country: Chart

Dividend yields of equity markets vary across countries significantly. The following chart shows the latest dividend yields for select countries as of December, 2019. Russia has the highest dividend yield in the world at 6.23% while India has the lowest rate at just 1.19%. Many of key companies in Russia such as those in oil …

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Knowledge is Power: Dividend Contribution to S&P 500 Return, Latin America Oasis, Oil Services Stocks Edition

The bull market in US equities in 2019 was one of the best in recent years. However for many folks it did not feel like a bull market because stocks heavily in the last quarter of 2018. In addition, not all sectors participated in the roaring. For instance, energy stocks never recovered to their greatness …

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Even Small Fees Will Substantially Reduce A Portfolio’s Return

Investing in equities involve analyzing a multitude of factors. Some of these factors include worrying about Trump’s impeachment, who will win the US Presidential elections net year, US-China Trade wars, oil prices, Fed’s QE programs, value of the dollar, etc. All of these factor’s are beyond an investor’s control. One of the few factors that …

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