Archive of posts filed under the Strategy category.

Review: The Callan Periodic Table of Investment Returns 2015

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UPDATE: The Callan Periodic Table of Investment Returns 2016: A Review  ***(New) Callan Associates recently published their famous Periodic Table of Investment Returns for 2015. This chart shows the importance of diversification. The Callan Periodic Table of Investment Returns for 2015 is shown below: Click to enlarge Source: Callan Associates For example, the S&P 500 total return last year was …

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Credit Suisse: US Firms May Not Be Able To Increase Dividends Further

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Over the past few years investors hungry for yield have piled onto dividend paying US stocks. While companies have increased dividends in recent years the party may not continue. According to an article by Credit Suisse, the scope for further dividend increases by US companies is getting narrow. From the article: Flush with cash and lacking …

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Dutch Dividend Withholding Tax Rates For Tax Treaty Countries

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The Dutch dividend withholding tax rates for treaty countries for 2015 is listed in the table below: Click to enlarge  Source: Invest in Holland To check the tax rates for all countries click the above image to open the table in pdf format. For US residents Holland charges 15% in taxes on dividends paid out by Dutch companies. Download: Dutch Dividend Withholding …

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The Sentiment Cycle of Equity Investors

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One of the important factors that investors should have for success in stock investing is keeping control of one’s emotions. Though things like fundamental data, macro economic indicators, charts, etc. are also important to review and analyze before making an investment decision, not falling for emotional volatility is also important. This means having a strong …

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Two Decisive Factors That Are Crucial To Gain Higher Returns

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Traditional Finance is based on the hypothesis that investors are totally rational and that they make their decisions based on all the available information. Behavioral Finance on the other hand is based on the evidence that real investors are not rational and that they are prone to behavioral biases. In lay man’s terms this simply …

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