Value like it’s 1999

Posted 1 CommentPosted in Charts

40 years ago, in 1979, BusinessWeek published its now infamous cover “The Death of Equities“, after one of the worst decades for US stock investors over the past century. 20 years ago, in 1999, the Nasdaq was still soaring on the back of a .com technology stock bubble just as famously burst the following year. […]

Vanguard Growth Underperformed the S&P 500 Over 40 Years

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Following the last post’s chart showing how 75% of the returns investing in the S&P 500 came from dividends, this chart by how much Vanguard Growth Underperformed the S&P 500 over the past 40 years. Not only did the growth fund provide turn an investor’s 1980 $100 into a significantly lower sum ($2,222 vs $5,280 […]

75% of S&P 500 Returns Come From Dividends: 1980-2019

Posted 2 CommentsPosted in Charts

In the short term, stock returns are dominated by the ups and downs of price movements, in the long run, stock returns are dominated by dividends. A common question is “what percentage of stock returns come from dividends over the long run?”, to which I have a simple answer using the past 40 years of […]

Are stocks cheap yet?

Are stocks cheap yet?

Posted 1 CommentPosted in Charts

Stock markets ended 2018 with what some call a sharp correction, and others call a minor crash. Last month, the S&P 500 declined by around 10%, catching up with losses earlier in the year by many foreign markets. 10 months like that in a row would render US stocks worthless by the end of 2019, […]

Long term stock returns vs bond returns by country

13 Thought-provoking charts from “Stocks for the Long Run”

Posted 2 CommentsPosted in Books, Charts

I recently re-read the 5th edition of Jeremy Siegel‘s classic book Stocks for the Long Run, and thought it would be worth snapping the following 13 thought-provoking charts for reference.  Of course, this is just my summary, and I expect to continue having to refer back to the book for more re-reads. Chart 1: US […]

Beer consumption slowing down globally, even in China

Posted Leave a commentPosted in Web finds

One of my favorite charts earlier this week was from this Economist article about declining global beer consumption.  Earlier this year I posted a list of 14 large listed beer brewers, and will be watching some of their sales and profit figures over the coming quarters. Happy Friday! Tariq

A 63-year chart of US Interest Rates and the 35-year old bond bull market

Posted Leave a commentPosted in Books, Education, Investing

I love long-term charts, and recently started re-reading the 5th edition of Jeremy Siegel’s classic “Stocks for the Long Run“.  Being naturally curious, I also like to keep an eye on how investments in “Bonds for the Long Run”, “Balanced Portfolios for the Long Run” and “Alternative Investments for the Long Run” would do.  Siegel’s […]

How different were the German Mark, French Franc, and Italian Lire before the Euro?

Posted Leave a commentPosted in Education

Yesterday I posted a 45-year historical chart of 9 currencies where I described the difference between appreciators, depreciators, and long-term range-bound currencies.  I considered the Euro to be in the latter category, but the Euro was made up of currencies like the Deutsche Mark (DEM) which behaved more like appreciators and currencies like the Italian […]

Map of world's largest stock exchanges over US$1 trillion

The world’s largest stock exchanges mapped by VisualCapitalist

Posted Leave a commentPosted in Charts, Web finds

VisualCapitalist published some fascinating maps about the world’s largest stock exchanges, showing the relative size of the major 5 “JUICE” markets (Japan, US, India, China, and Eurozone), and how closely followed they are by the ABCS (Australia, Britain, Canada, and Singapore) and Korea. Here is the full image:  

Size of Stock Market vs Bond Market

Size of Stock Market vs Bond Market

Posted Leave a commentPosted in Web finds

MarketWatch posted this bar chart showing the relative size of stock market vs bond market assets by category as of 2014.  Roughly, it shows a total pie of about US$300 trillion invested in these “traditional assets” of stocks, bonds and loans, with roughly half in bonds, just under a quarter in stocks, and the rest […]