Quick Notes on the ‘Magnificent Seven’ in the S&P 500

The S&P 500 is up by a 13.51% year-to-date. Though it has come down a bit from the peak in summer it is still a decent return. However a substantial portion of the returns have come from the top 7 stocks in the next dubbed as the ‘Magnificent Seven’. These are Apple(AAPL), Amazon(AMZN), Microsoft(MSFT), Alphabet …

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The 2023 US Morningstar Andex Chart

The Morningstar Andex chart for the US equity market is one powerful one-page that packs a ton of information for investors. The chart shows the growth of $1 from 1926 to 2022 in various asset classes. It also other useful information such as economic expansions and contractions, S&P P/E, inflation and interest rates, geo-political events, …

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Emerging Country Equity Returns 2003 Thru 2022: Chart

The top five best and worst performing and emerging equity markets from 2003 to 2022 are shown in the chart below. In 2022, Turkey was the best performer as the country recovered from economic and currency crisis. Chile came in at second followed by Brazil. From 2003, we can observer at least one country from …

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