Real Estate to Become a New Sector in the S&P 500 Index

The S&P 500 currently is dividend into 10 sectors. This is about to change with Real Estate being added as the 11th sector. Real estate will be split from the financial sector and added as a sector of its own. No new companies will be added to the index. The existing sector composition of the S&P …

Continue reading ‘Real Estate to Become a New Sector in the S&P 500 Index’ »

The Top 10 Foreign Holders of U.S. Debt

The current Total Public Debt Outstanding is over $19 Trillion or $19,428,079,384,183.27 to be more precise according to the Treasury Department, Out of this debt mountain, the debt held by the public is over $14 Trillion. The total US debt held by foreign holders stood at $6,281 billion as of June, 2016 according to Treasury …

Continue reading ‘The Top 10 Foreign Holders of U.S. Debt’ »

Contribution of Dividends to Total Return in S&P 500 1990-2015

The contribution of dividends to total returns is significant. In decades when stocks yielded negative returns the return from dividends offer a cushion to the overall portfolio returns. The chart below shows the contribution of dividends to the total return of the S&P 500 by decade: Click to enlarge Source: Dividends Matter, Rational Advisors From the above …

Continue reading ‘Contribution of Dividends to Total Return in S&P 500 1990-2015’ »

US Presidential Terms and Annual S&P 500 Returns 1926-2015

Equity investors are bombarded with a multitude of statistics on a daily basis mostly showing past data. However the past does not predict the future and for the most part past performance does not mean predict the future performance of a stock. With the US Presidential election coming up, one of the many stats that …

Continue reading ‘US Presidential Terms and Annual S&P 500 Returns 1926-2015’ »