The Periodic Table of Total Returns for Asset Classes is hard to find on the internet. The regular Periodic Table by Callan and others based on price returns is widely available online. Since total return is more important just than price returns for long-term investors the following chart is especially fascinating for analyzing returns. The …

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Intra-year drawdowns in the S&P 500 are common in the S&P 500 or any other index. The same can be said of any individual stock as well. Though S&P has had intra-year declines of an average of 13.4% since 1948 the annual price returns have been positive in 51 of the past 70 years. Click …

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The returns of the S&P 500 Index often published by the media and others is the price return. However for investors the correct return that matters for the index is the returns including dividends reinvested. This is because S&P 500 firms pay dividends and most long-term investors reinvest them. Currently the dividend yield on the …

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The Aerospace and Defense sector is one of the hottest sectors in the US equity market. Stocks in this sector have rewarded investors with stable and consistent growth in the past few years. A basket of stocks in the S&P index for this sector has outperformed the S&P in terms of total returns (capital returns+dividend returns) …

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Dividend stocks have declined lately due to rising yields on US treasuries. As income investors can earn higher yields from treasuries income focused equity sectors like utilities, REITs and consumer staples have been less attractive. However a recent note at LeggMason says that investors can hold both treasuries and stocks to take advantage of both …

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