Performance of Hedge Fund Index vs. S&P 500
Performance of Hedge Fund Index vs. S&P 500 Hedge fund returns have not been as good as those of the S&P 500, but volatility has been lower. Image: Richardson Wealth
Search Results for: return
Dow Jones Index since 1896
Dow Jones Index since 1896 This great chart shows the Dow Jones Industrial Average Index since 1896 and lengthy periods of time with zero returns (dividends are not included). That’s the reason why we develop stock market forecasting models. Image: Mohnish Pabrai
Estimated Number of Hedge Funds Launched or Closed since 2008
Estimated Number of Hedge Funds Launched or Closed since 2008 Can hedge funds deliver higher returns than passive investing? Not really. But many investors still think they can achieve higher returns with active trading than with passive investing. The chart below shows that it is really hard to outperform the market. As Warren Buffett said,…
Historically, June is One of the Weakest Months of the Year for US Stocks
Historically, June is One of the Weakest Months of the Year for US Stocks since 1950 The chart shows the S&P 500 Index average monthly returns. Since 1950, and over the past 10 & 20 years, the S&P 500 has been negative on average in June. Image: LPL Research
AAII Survey Bullish Votes, Sentix Bullish Votes US Equities, vs. S&P 500 since 2017
AAII Survey Bullish Votes, Sentix Bullish Votes US Equities, vs. S&P 500 since 2017 Low AAII Sentiment Survey bullish votes of 24.71%, and low Sentix bullish votes for US equities of 12.84%, have corresponded with positive forward returns. Image: Sentix, Bloomberg Finance L.P.
Stocks Performance Across Interest Rate Environments
Stocks Performance Across Interest Rate Environments This chart shows the excess return over S&P 500 in terms of rising and falling interest rates. Image: Greenline Partners LLC
How to Double your Money in the Market
How to Double your Money in the Market In this video, Josh Brown, financial advisor at Ritholtz Wealth Management LLC, explains why the power of compounding can help you double your money. You may also like “The Long-Term Impact of Compounded Returns” and why Albert Einstein said “Compound Interest Is the Eighth Wonder of the World.”…
Stock Market Forecasting Models vs. US Stock Market
Stock Market Forecasting Models vs. US Stock Market – Growth of $1,000 As an example, the chart shows the growth of $1,000 since 1970, between the stock market forecasting models and the US stock market (compound return before taxes, fees and transactions costs – unleveraged, simulated long & short trades – quarterly basis & logarithmic…
Gold Has Crushed the S&P 500 So Far Since 2000
Gold Has Crushed the S&P 500 So Far Since 2000 Gold has returned a great 345.30 percent, while the S&P 500 has returned 146.57 percent since 2000. Keep in mind that Gold has beaten the US stock market over multiple time periods Historically, Gold has also had a strong negative correlation with the US stock…
Sell in May and Go Away Is a Myth
Sell in May and Go Away Is a Myth The S&P 500 Total Return from 1928 to 2018 shows that “Sell in May and Go Away” was not a winning strategy. Image: Charlie Bilello