Historical Dividend Yield and Dividend Payout Ratio of S&P 500 Index

The chart below shows the Dividend Yield and Dividend Payout Ratio of the S&P 500 index 1926 to 2000: Click to enlarge The Dividend Yield dropped from 5.15% at the beginning of 1926 to just 1.10% at the end of 2000. The Dividend Payout Ratio was at 46.68% the beginning of 1926 but decreased to …

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Single Country Periodic Table of Investment Returns: Emerging Markets 2001 – 2010

The chart below shows the Periodic Table of Investment Returns for individual countries in the emerging world from 2001 to 2010. The returns are based on the MSCI and S&P data: Click to enlarge Source: iShares Some observations: The frontier market of Peru was the best performing market in terms of 10-year annualized returns beating …

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Single Country Periodic Table of Investment Returns: Developed Markets 2001 – 2010

The chart below shows the Periodic Table of Investment Returns for individual countries in the developed world from 2001 to 2010. The returns are based on the MSCI and Standard & Poor’s data. Click to enlarge Source: iShares A few interesting observations: Australia was one of the best performing markets for the period shown with …

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Review: Callan Periodic Table of Investment Returns 2011

The Callan Periodic Table of Investment Returns for 2011 is shown below: Click to enlarge       Source: Callan Associates Some interesting observations noted by Callan include: The U.S. markets generated a tiny 2.11% return which is better than the double digit losses for the overseas developed and emerging markets. For only the third …

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Chart: Another Look At Why Diversification Matters

The following chart shows the returns of various asset classes from 2001 to 2010: Click to enlarge The 10-year annualized return for foreign stocks was 3.94%. However they returned over 32% in  2009 and 8% in 2010. While foreign stocks fell over 43% during the credit crisis in 2008, they yielded double digit returns every …

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