A thought on your portfolio's "total return." (If you were told there would be no math today, I apologize in advance.)
Total Return has two parts to it: appreciation & income. If you view owning a stock like you are an...
A thought on your portfolio's "total return." (If you were told there would be no math today, I apologize in advance.)
Total Return has two parts to it: appreciation & income. If you view owning a stock like you are an...
In a post dated 4/5/24 titled "The Stubborn Soft Landing", I wrote the following: "A soft landing is - unofficially - when monetary policy makers both slow the pace of economic growth and reduce inflation without causing a recession. So far, that appears to be the most likely sc...
Markets in 4Q23 ended with basically an entire year's worth of returns in a decent year. Large cap stocks were up over 26%, small caps were up almost 17%, and international developed markets were up nearly 19%. Both fixed income and cash equivalents (as measured by the 90 day US T-Bill) ...
The first half of 2023 was one with strong market performance, as the S&P 500 returned 16.89%. However, deeper analysis paints a picture that isn't quite as rosy. The S&P 500 is a market-capitalization weighted index. When you look at the equal-weighted index, the return is...
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