The Callan Periodic Table of Investment Returns From 1999 to 2018: Chart

Callan Associates has published their latest edition of The Callan Periodic Table of Investment Returns with data from 1999 thru 2018. The table was first created by Jay Kloepfer and published in 1999. Since then the table has become widely popular as it is an excellent tool to analyze the importance of diversification among various asset classes.

The Callan Periodic Table of Investment Returns From 1999 to 2018:

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Source: Callan Associates

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In 2018, cash was king with a return of 1.87%. US stocks were down with large caps off by 4.38%. While US stocks were on solid upward trend for most of the year, from October they started declining dramatically and ended the year in red. The worst performing equities were emerging market equities with a loss of about 15%.

An investor with a diversified portfolio of cash, fixed income, US and foreign stocks, etc. would have performed relatively better than simply holding one asset type.

The Top 20 Regional Banks in the US 2019

The Top 20 Regional Banks in the US were published last month by the Bank Director magazine. These banks were ranked for each of the four regional categories: Northeast, Midwest, South and West using data from 2018. The winners were selected based ten factors such as Branch Network Strategy, Retail Strategy, Small Business Strategy, Core Deposit Strategy, etc. South State Corp(SSB) from the South was the overall winner with a score of 2.29.

The top 20 regional banks in the US are shown in the table below:

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Source: Ranking Banking – Regional All-Star 2019, Bank Director

Bank of Hawaii(BOH) is one of the best stocks for long-term investment.

Disclosure: No Positions