I have written many times in the past that investors should keep their long-term goals in mind and not worry too much about short-term gyrations of the market. While markets may be down one year they can come back roaring the next year. For instance, the S&P 500 was down over 20% in 2022 but …
Continue reading ‘Calendar Year S&P 500 Index Returns 1928-2022: Chart’ »
I came across the below interesting chart showing how long it takes to double your money based on rate of return. At 5% it takes just over 14 years to double your money. The S&P 500 has returned an average annual return of 11.5% since 1928 to thru last year. However since it is an …
The Morningstar Andex chart for the US equity market is one powerful one-page that packs a ton of information for investors. The chart shows the growth of $1 from 1926 to 2022 in various asset classes. It also other useful information such as economic expansions and contractions, S&P P/E, inflation and interest rates, geo-political events, …
The top five best and worst performing and emerging equity markets from 2003 to 2022 are shown in the chart below. In 2022, Turkey was the best performer as the country recovered from economic and currency crisis. Chile came in at second followed by Brazil. From 2003, we can observer at least one country from …
Continue reading ‘Emerging Country Equity Returns 2003 Thru 2022: Chart’ »
One of the strategies for success with investing in stocks is diversification. It is probably the easiest way to reduce risk while allowing room to capture any profit potential. The most popular chart that visually demonstrates the importance of diversification is The Callan Periodic Table of Investment Returns. Similar to the performance variance of sectors …
Continue reading ‘Annual Returns of Developed Markets 2002 to 2021: Chart’ »