Market Capitalization of US vs. Other Equity Markets 2019: Chart

The U.S. equity market accounts for just over half of the global equity market capitalization. Developed markets outside of the US, emerging and frontier markets account for 46% of the world market capitalization. So investing in just US equities will not capture the potential growth of these markets according to an article by Wes Crill …

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Average Holding Period for U.S. Stocks is Just 5-1/2 Months in 2020

The average holding period for US stocks has been declining for many years now. In the 1940s the average duration was 7 years. By the turn of this century it had fallen to below 1 year according to an article I wrote in 2010. A recent study earlier this year by researchers at MFS showed …

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Water Utility Stocks Offer Stability And Growth During These Uncertain Times

The utility sector is considered as one of the conservative and defensive sectors. Utility companies tend to be slow growth, stable and well-established dividend payers that some investors prefer to own. In most states in the US, utilities are highly regulated and are traditionally monopolies in their regional markets. Within the utility sector, water utilities are …

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Callan Periodic Table of Investment Returns – First Half 2020 : Chart

Callan LLC recently published their Callan Periodic Table of Investment Returns with data updated thru first half of this year. Real Estate was the worst performer until the end of June with a loss of over 21%. The asset class that yielded the best returns was US Fixed Income with a return of over 6%. Click …

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