S&P 500 Calendar Year Returns 1925 To 2020: Chart

Equities are the best asset class to own for building wealth over the long-term. Stocks tend to yield a positive return when held over many years. However this does not mean they go up year after year consistently. Instead over many decades there will be some years where the market shoots higher and some when …

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Notable S&P 500 Drawdown and Recovery Cycles: Chart

The dramatic decline of the S&P 500 last March and the subsequent melt-up is one of the faster recoveries in the history of the index. The benchmark index fell 34% by late March of 2020 only to completely recover all that loss in less than 6 months. Previous drawdowns such as the dot-com bubble crash …

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Asset Class Returns Quilt From 2006 To 2020: Chart

Following our theme of reviewing asset class returns over the years and the importance of diversification, the following is another chart showing the annual returns and average returns from 2006 to 2020. Commodities have never been the best performer since 2006. Similarly the best return for emerging equities was all the way back in 2009 …

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Market Leadership Changes From 2001 To 2020: Chart

One of the key factors for success with investing in equities is to distribute one’s assets across many asset classes, sectors and regions. Diversification is the simplest and cheapest way to reduce risk for retail investors. Today’s winners in the market can become tomorrow’s losers. Or to put it another way, a winner in one …

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