The consumer staples sector is one of the sectors performing very well this year. While they have not rocketed like tech stocks the usually boring part of the equity market has found new-found attraction among investors due to the coronavirus pandemic. The following chart shows the year-to-date returns of the top five stocks in the …
Continue reading ‘Comparing the Returns of Consumer Staples Stocks Year-to-Date’ »
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 …
Continue reading ‘Market Capitalization of US vs. Other Equity Markets 2019: Chart’ »
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 …
Continue reading ‘Average Holding Period for U.S. Stocks is Just 5-1/2 Months in 2020’ »
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 …
Continue reading ‘Water Utility Stocks Offer Stability And Growth During These Uncertain Times’ »
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 …
Continue reading ‘Callan Periodic Table of Investment Returns – First Half 2020 : Chart’ »