Value like it’s 1999
40 years ago, in 1979, BusinessWeek published its now infamous cover “The Death of Equities“, after one of the worst decades for […]
Category: Charts
Vanguard Growth Underperformed the S&P 500 Over 40 Years
Following the last post’s chart showing how 75% of the returns investing in the S&P 500 came from dividends, this chart by […]
75% of S&P 500 Returns Come From Dividends: 1980-2019
In the short term, stock returns are dominated by the ups and downs of price movements, in the long run, stock returns […]
A few foreign markets that outperformed the S&P 500 since 2000
Few things look better on a wall or in a non-portrait photo album as a good long-term stock chart, preferably over 20 […]
Are stocks cheap yet?
Stock markets ended 2018 with what some call a sharp correction, and others call a minor crash. Last month, the S&P 500 […]
13 Thought-provoking charts from “Stocks for the Long Run”
I recently re-read the 5th edition of Jeremy Siegel‘s classic book Stocks for the Long Run, and thought it would be worth […]
ESG Funds Have Historically Underperformed
When discussing ESG, performance can and should matter almost as much as the environmental, social and governance factors measured. Unfortunately, many ESG […]
US Equity REITs vs Mortgage REITs vs Physical Property: 2 charts
I’ve spoken and written extensively on real estate investment trusts (REITs), but just came across these two charts comparing the performance of […]
The world’s largest stock exchanges mapped by VisualCapitalist
VisualCapitalist published some fascinating maps about the world’s largest stock exchanges, showing the relative size of the major 5 “JUICE” markets (Japan, […]
How low yield beat high yield: Japan vs Australia 2000-2009
Here is a chart showing the counterintuitive decade when “low yield beat high yield”, that is, low-yielding Japanese Government Bonds (JGBs) with […]