Last year was a great year for investors with most global markets soaring by double digit percentages. For instance, the S&P 500 was shot up 22% on total return basis. The MSCI EAFE Index went up even higher with a total return of 26%. The following chart shows the total returns of different asset classes: …
Continue reading ‘Asset Class Quilt of Total Returns From 2000 To 2017’ »
Commodity investing is not for everyone. Investors need not hold commodities as an asset class in their porfolios despite what Wall Street promotes them to be. The following chart shows the investment returns for various commodities from 2008 to 2017: Click to enlarge Source: Using commodities as a tactical portfolio diversifier, Proactive Advisor Magazine Commodities are …
Continue reading ‘Commodity Table of Investment Returns 2008 to 2017’ »
Investors have to brace themselves for plenty of risks in the coming year. From trade wars to real wars(Russia invading Ukraine, for example) and everything in between including further oil price collapse, currency risks, geopolitical risks, never-ending political drama in Western Europe, China collapse, even political risk in the US, etc. will be closely watched …
Continue reading ‘The Upside and Downside of Global Risks in 2019: Infographics’ »
The following chart shows the sector breakdown of MCSI All-Country Index and MCSI UK indices: Click to enlarge Source:Three reasons to diversify in the hunt for equity income, Schroders The biggest difference between the indices is that the IT sector accounts for 19.5% in the MSCI World Index while in the UK the sector is …
Continue reading ‘Sector Breakdown of MCSI AC World vs. MCSI UK Index: Chart’ »