U.S. equities have returned positive returns in more years than negative returns based on historical data. Of the last 194 years, US stocks have yielded positive returns in 138 years (71% of the time) and negative returns in 56 years (29% of the time). Click to enlarge *Note that different sources of information (and index …
Continue reading ‘Distribution of US Equity Returns From 1825 To 2018: Chart’ »
Global investors are turning their attention to emerging markets this year. Though these markets had a lackluster to poor performance last year, this year they are heading in the right track. Some of the major markets are already up by double digit percentage points year-to-date. The returns for few of the emerging market indices are …
S&P Global has published the 2019 version of the Withholding Tax Rates for Foreign Stock Dividends by country. This simple table is highly useful for investors buying overseas stocks as withholding tax rates vary significantly among countries and high tax rates can cut a big chunk of the payouts. For example, in developed Europe Switzerland …
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European stocks have under-performed their American peers for many years now. However after years of under-performance European stocks could outperform American stocks this year. According to John Bennett of Henderson European Focus Trust, European stocks offer a bet better bet especially in the value and growth category. Before we get to his reasons, the below chart shows that …
Continue reading ‘Which Stocks Are Attractive Now: U.S. or Europe?’ »
US markets are on track to end the year with negative returns. However over the long run, US equities have had more positive annual returns than negative returns. The following chart shows the Distribution of US Equity Returns from 1825 to 2017: Click to enlarge Note: The returns shown above are Total Returns ( i.e. price …
Continue reading ‘Pyramid Distribution of US Equity Returns 1825 to 2017’ »