The Dividend Withholding Tax rate for foreign investors in Chilean equities used to be 35%. This rate has been reduced to 23.9041123%. This is a welcome news for ADR holders. Below is the YTD returns of Chilean ADRs trading on the US exchanges: Click to enlarge Source: BNY Mellon Last year Lithium miner Soc. Quimica …
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European stocks are performing better so far this year than US stocks. However over the past 5 years and the long run they they have lagged US markets. For instance, the DAX index is up 6.85% YTD while the S&P has increased by 3.88%. Over the past 5 years, the S&P 500 has shot up …
Continue reading ‘S&P 500 vs. Germany’s DAX Index Return: Charts’ »
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 …
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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’ »