Callan has published their latest edition of The Callan Periodic Table of Investment Returns with data from 1999 thru 2018. The table was first created by Jay Kloepfer and published in 1999. Since then the table has become widely popular as it is an excellent tool to analyze the importance of diversification among various asset classes. Updated: The …

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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: …

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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 …

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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’ »