The Top 20 Global Firms by R&D Expenditures 2018

Innovation is one of the important attribute’s of the world’s leading companies. High investment in research and development (R&D) leads to great innovation. Hence one way to evaluate top quality firms is to focus on their R&D budgets. Firms that lag in innovation are easily left behind in today’s hyper competitive market. Highly successful firms …

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The Callan Periodic Table of U.S. Equity Investment Returns 1999-2018

The following is the Periodic Table of U.S. Equity Investment Returns from 1999 thru 2018. It shows the annual returns of various US equity indices such as the S&P 500, Russell 1000, Russell  3000, etc. in the order of performance: Click to enlarge Source: The Periodic Table Collection –  20th  Anniversary Edition,  Callan Institute In the …

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Gold vs. S&P 500 Long-Term Returns: Chart

Gold is a safe heaven asset class. During adverse market conditions for stocks gold tend to perform better and vice versa. To put it another way, bear market in stocks can be bull market for gold and vice versa. The following chart shows the  long-term return of Gold vs.  S&P 500: Click to enlarge Source: Is …

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U.S. vs. Canada: Comparing Equity Market Returns and Benchmark Sector Weightings

The economy of Canada is mainly natural resources based whereas the US economy is well diversified. Accordingly materials and energy are two of the major sectors in the benchmark TSX Index. The following chart shows the total returns and sector weights in the benchmark index of Canada and the US: Click to enlarge   Note: …

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