- The table below lists the five largest Dow bull markets as of August 14, 2014 (source: WSJ). ...
- The table below shows annualized returns for the period 1974-2013 for different categories of U.S....
- As of June 2014, the TIPS marketplace was valued at just under $1 trillion, representing ~ 8% of...
- There is no standard definition of a small cap stock. The methodology used deciding what stocks are...
- As of May 2014, 421 (or 84%) of the S&P 500 companies paid dividends. Excluding the 2007-2009...
- According to research by Prof. Dichev, from 1926 to 2002, stock investors lagged the stock market...
- For 2013, the S&P 500 was up 32.4%; the average 529 college-savings plan returned 14%
- The traditional rule of thumb is that the percentage of a portfolio in equities should be...
- The consensus of Wall Street strategist’s at the beginning of each year has been quite mixed when...
- The Economy: 2013 vs. 2000 The table below compares a number of economic indicators from the...
- Over the past 100 years, U.S. stocks tend to dip in mid-December after rising earlier in the month...
- There are two main types of options: calls and puts. The investor can either buy or sell the option.
- Since 1865, the U.S. has gone through 30 economic expansions, not counting what has happened since...
- Credit-Rating Firms The table below shows the dominance of three credit-rating companies in the...
- Perhaps the world’s best-known market timer, Joe Granville, died in September 2013.
- In early 2014, Charlie Munger, Warren Buffet’s business partner, will turn 90 years old.
- According to FactSet, from 2003 to October 2013, the S&P 500 had a P/E ratio (next 12 months’...
- Frontier Markets DangersAs of September 2013, the MSCI Frontier Markets Index (141 companies) was...