Callan has published their famous The Periodic Table of Investment Returns 2022 edition. This chart shows the annual returns of key indices ranked in order of performance for each calendar year. Last year when most equities declined cash equivalent was the king with a return of 1.46%. REITs were the worst as rising interest rates …
Continue reading ‘The Callan Periodic Table of Investment Returns 2003 To 2022: Chart’ »
The dividend yield on the S&P 500 is small relative to other developed markets. Currently the dividend yield is at 1.74%. For many years the rate has hovered around the 2% mark. Though the yield may seem insignificant over the years due to compounding the total return gets amplified due to dividends’ contribution. For example, …
Continue reading ‘Two Charts on Dividend Contribution to S&P 500 Total Return’ »
The S&P 500 index declined by about 20% in 2022. Though the index is in the positive so far this year it remains to be seen if it will end the year with a decent return. With a recession on the horizon and interest rates expected to rise higher, volatility might still appear its ugly …
Continue reading ‘Significant Intra-Year Declines in S&P 500 Are Normal: Charts’ »
The Dividend Withholding Tax Rates by Country sheet for 2023 has been published by S&P Global. Investors in foreign stocks can refer to this chart for finding if any withholding taxes applicable to dividends. Brazil does not withhold taxes on dividends paid out to foreign investors. Similarly other countries such as Hungary, Hong Kong, Singapore, etc. also …
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Following other annual charts posted earlier, let us review the last chart in the series on Asset Class returns for 2022 published by Novel Investor. In 2022 cash was the king with a positive return while stocks plunged. REITs were the worst with a loss of about 25%. Bonds did not offer shelter either as …
Continue reading ‘Asset Class Returns by Year from 2008 to 2022: Chart’ »