Chart of the Day: A Case for Diversification aka the Chicklets Chart
Today’s Chart of the Day, often referred to as the Chicklets Chart, is updated annually to reflect the returns of the major factors in the equity market going back to 2011.
Today’s Chart of the Day, often referred to as the Chicklets Chart, is updated annually to reflect the returns of the major factors in the equity..
Today’s Chart of the Day from PageTear was shared by Charlie Bilello. It shows 15 different Cognitive Biases, their definition, and examples.
Today’s Chart of the Day is from Delta Dental and shows the average Tooth Fairy payout per lost tooth since 2001. A tongue in cheek survey but also..
Today’s Chart of the Day highlights The Laffer Curve, an economic theory created by Arthur Laffer in 1974. It proposes that there is a maximum amount..
Today’s Chart of the Day was shared by my colleague, and fellow Portfolio Manger, Angie Parsons. It's a from Bloomberg article showing the changes in..
Today’s Chart of the Day and commentary is from Angie Parsons, my colleague and fellow Portfolio Manager. The chart from BlackRock shows stock..
Today’s Chart of the Day spotlights an important investment concept which was pioneered by Harry Markowitz, a Nobel Prize winner and pioneer of the..
Today’s Chart of the Day from Wolfstreet shows that Work from Home, a.k.a. WFH, is getting “sticky” at 30% after peaking at 60% during the pandemic.
Today’s Chart of the Day uses data from the National Association of Realtors compiled by Torsten Sølk with Apollo, showing the history of the median..
Today’s two charts illustrate that Florida continues to struggle with increasingly more expensive homeowners' insurance.
Today's Chart of the Day, from BlackRock, illustrates the potential downside of staying in cash for too long. It highlights the excess returns of a..
Today’s Chart of the Day from Chartr shows that over 75% of American’s are using Amazon Prime as of 2024. Amazon is now the 4th largest company in..
Today’s Chart of the Day has data from the Journal of Personality and Social Psychology used by our partners at BlackRock (the company that owns..
Today’s Chart of the Day from Bloomberg shows the percentage of assets and revenue by ETFs (Exchange Traded Funds), which we use extensively in..
Today’s Chart of the Day, shared by my colleague Angie Parsons, is from an article in Bloomberg which illustrates what a “value” stock is.
Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.
Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.
Today’s Chart of the Day, often referred to as the Chicklets Chart, is updated annually to reflect the returns of the major factors in the equity market going back to 2011.
Today’s Chart of the Day from PageTear was shared by Charlie Bilello. It shows 15 different Cognitive Biases, their definition, and examples.
Today’s Chart of the Day highlights The Laffer Curve, an economic theory created by Arthur Laffer in 1974. It proposes that there is a maximum amount that tax rates can reach before tax revenues start to decline.
Today’s Chart of the Day was shared by my colleague, and fellow Portfolio Manger, Angie Parsons. It's a from Bloomberg article showing the changes in the short-term Fed funds rate, 30-year mortgage rates and 10-year Treasury rates since August 2024.
Today’s Chart of the Day and commentary is from Angie Parsons, my colleague and fellow Portfolio Manager.
The chart from BlackRock shows stock returns during recessions dating back to 1929. Surprisingly, the average return is positive and increases to 25% the next year afterwards. This highlights that although market downturns sometimes coincide with recessions, the stock market is not a good indicator of the current state of the economy. The reason is the stock market often looks past the short-term and instead looks well into the future. Therefore, more often than not, the stock market recovers faster than the economy.
Today’s Chart of the Day spotlights an important investment concept which was pioneered by Harry Markowitz, a Nobel Prize winner and pioneer of the Modern Portfolio Theory in 1952.
Today's Chart of the Day, from BlackRock, illustrates the potential downside of staying in cash for too long. It highlights the excess returns of a 60% stock/40% bond portfolio compared to cash since 1926. The top bars (red) show these returns; for instance, a 10-year holding period yields returns 100% higher than cash.
The black boxes below show the percentage of time cash underperforms; for 10 years, that is 91% of the time.
This highlights the old adage, "It’s not about timing the market, but time in the market." If you have funds that you will not need for more than 10+ years, historically, stocks have been your best bet.
Today’s Chart of the Day from Chartr shows that over 75% of American’s are using Amazon Prime as of 2024. Amazon is now the 4th largest company in the United States and has an annual return of 27% a year vs. 15% for the S&P 500 over the same time frame.
Today’s Chart of the Day has data from the Journal of Personality and Social Psychology used by our partners at BlackRock (the company that owns iShares) for a presentation they recently provided to our clients.
Today’s Chart of the Day from Bloomberg shows the percentage of assets and revenue by ETFs (Exchange Traded Funds), which we use extensively in portfolios.
Today’s Chart of the Day, shared by my colleague Angie Parsons, is from an article in Bloomberg which illustrates what a “value” stock is.
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