The US equity market is one of the best in the world in terms of returns. In the past 151 years, the US stock market has produced an average return of 8.4% per year. The following chart shows the annual real total returns from 1822 to 2022: Click to enlarge Source: U.S. Stock Market Returns …
Continue reading ‘S&P 500 Annual Real Total Returns from 1822 to 2022: Chart’ »
Diversification among asset classes is one of the simplest and easiest ways to reduce risk and increase stability to a portfolio. As no one asset class can top the returns every year it is important to diversify. The following chart shows the returns of various asset classes from 2002 to 2021. Large-cap US growth stocks …
Continue reading ‘Why Diversification is the Key – 20 Years of Asset Class Returns: Chart’ »
European stocks are performing better so far this year than US stocks. However over the past 5 years and the long run they they have lagged US markets. For instance, the DAX index is up 6.85% YTD while the S&P has increased by 3.88%. Over the past 5 years, the S&P 500 has shot up …
Continue reading ‘S&P 500 vs. Germany’s DAX Index Return: Charts’ »
Callan has published their famous The Periodic Table of Investment Returns 2022 edition. This chart shows the annual returns of key indices ranked in order of performance for each calendar year. Last year when most equities declined cash equivalent was the king with a return of 1.46%. REITs were the worst as rising interest rates …
Continue reading ‘The Callan Periodic Table of Investment Returns 2003 To 2022: Chart’ »
The Dividend Withholding Tax Rates by Country sheet for 2023 has been published by S&P Global. Investors in foreign stocks can refer to this chart for finding if any withholding taxes applicable to dividends. Brazil does not withhold taxes on dividends paid out to foreign investors. Similarly other countries such as Hungary, Hong Kong, Singapore, etc. also …
Continue reading ‘Dividend Withholding Tax Rates by Country for 2023’ »