Crews Bank & Trust Blog | Samuel A. Kiburz, Senior Vice President, Chief Investment Officer (10)

rolling returns from 1914 to 2021 represented by blue line

Chart of the Day

Chart of the Day: Rolling 10-Year Returns

Today’s Chart of the Day from Cambria shows the rolling 10-year US stock return going back 108 years to 1914. There are two general periods where..

blue bar chart denoting years stock is held and periods of positive return, range from 1 day to 30 years

Chart of the Day

Chart of the Day: Better than 50/50, Especially in the Long Run

Today’s Chart of the Day from @morganhousel on Twitter illustrates the odds that you will have a positive return in the stock market based on how..

chart shows average US car prices from 2016 - 2023

Chart of the Day

Chart of the Day: Record Car Prices

Today’s Chart of the Day is from a CNBC article titled, “With just 8% of new vehicles costing under $30,000, ‘it’s the least affordable car market in..

chart shows the impact of inflation on income, countries included are Germany, UK, US, and Japan

Chart of the Day

Chart of the Day: A Productive US vs. the UK/Japan

Today’s Chart of the Day from Invesco’s mid-year outlook shows that high inflation is reducing household disposable income. A closer look shows..

US dollar is represented in dark blue, other currencies considered include the Euro, Pound and Yen

Chart of the Day

Chart of the Day: Dollar Reign

Today’s Chart of the Day comes from the Financial Times and shows the dominance of the US dollar in central bank reserves globally, represented in..

orange bar chart shows passenger trips on public transport broken down monthly from 2019 - 2023

Chart of the Day

Chart of the Day: Post-Pandemic Trips

Today’s Chart of the Day is from the Wall Street Journal. Some things have not gone back to “pre-pandemic” days. One is the percentage of those who..

graph shows relationship between buying and renting from 1970 to 2022

Chart of the Day

Chart of the Day: Buying vs. Renting

Today’s Chart of the Day comes from re:venture in a discussion on Reddit. It's important to remember that the monthly cost to buy (yellow) is usually..

three blue pie charts showing under performance and out performance of three different funds

Chart of the Day

Chart of the Day: Equal Weight for an Even More Incredible Win

Today’s Chart of the Day is from S&P Global. If you follow my posts, you will not be surprised that over the last 20 years the S&P 500 index, where..

the declining birth rate is represented by a blue line, data spans from 1980 to 2020

Chart of the Day

Chart of the Day: US Birth Rates

Today’s Chart of the Day from Econofact.org shows the trend in US birth rates which peaked in 2007 and is now 20% less.

Chart of the Day

Commentary of the Day: NASDAQ 100 Concentration

Today’s Chart of the Day is a comment about a unique risk that can occur in successful index funds. For instance, we often hear about what many call..

S&P 500 top holdings over the years including Wal-Mart, Amazon, Shell, and Coke

Chart of the Day

Chart of the Day: Winners May Not Always be Winners

Today’s Chart of the Day comes from A Wealth of Common Sense and shows the top 10 companies in the stock market going back to 1980.

Chart of the Day

Chart of the Day: Invest from the Start

Today’s Chart of the Day comes from @QCompounding on Twitter and shows the value of some well-known companies now vs. when they became publicly owned.

Chart of the Day

Chart of the Day: 60% of People Own Stocks

Today’s Chart of the Day from an article called “Best Time to Buy Stocks” shows the percentage of households that own stocks of any form. Besides a..

Chart of the Day

Chart of the Day: Beef vs. Pork

Today’s Chart of the Day from the Wall Street Journal shows that you aren’t imagining that beef prices have gone up. Beef prices have increased..

Chart of the Day

Chart of the Day: Pandemic Credit Card Usage

Today’s Chart of the Day from @CharlieBiello on Twitter shows the annual change in credit card balances dating back to 2000. The latest data shows a..

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

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.

Chart of the Day: Rolling 10-Year Returns

Today’s Chart of the Day from Cambria shows the rolling 10-year US stock return going back 108 years to 1914. There are two general periods where stocks realized a negative return over a 10-year span: one during the Great Depression in the 1930s and the other during the Great Recession in 2008.

Chart of the Day

08/8/23

Chart of the Day: Better than 50/50, Especially in the Long Run

Today’s Chart of the Day from @morganhousel on Twitter illustrates the odds that you will have a positive return in the stock market based on how long you own stocks.

Chart of the Day

08/3/23

Chart of the Day: Record Car Prices

Today’s Chart of the Day is from a CNBC article titled, “With just 8% of new vehicles costing under $30,000, ‘it’s the least affordable car market in modern history,' expert says.”

Chart of the Day

08/2/23

Chart of the Day: A Productive US vs. the UK/Japan

Today’s Chart of the Day from Invesco’s mid-year outlook shows that high inflation is reducing household disposable income. A closer look shows another interesting note: $100 worth of income in the United States in 1999 is now $170 in 2022, an impressive 70% increase.

Chart of the Day

07/27/23

Chart of the Day: Dollar Reign

Today’s Chart of the Day comes from the Financial Times and shows the dominance of the US dollar in central bank reserves globally, represented in dark blue.

Chart of the Day

07/26/23

Chart of the Day: Post-Pandemic Trips

Today’s Chart of the Day is from the Wall Street Journal. Some things have not gone back to “pre-pandemic” days. One is the percentage of those who continue to work from home.

Chart of the Day

07/25/23

Chart of the Day: Buying vs. Renting

Today’s Chart of the Day comes from re:venture in a discussion on Reddit. It's important to remember that the monthly cost to buy (yellow) is usually more than the cost to rent (blue), but a large difference between the two is not sustainable.

Chart of the Day

07/20/23

Chart of the Day: Equal Weight for an Even More Incredible Win

Today’s Chart of the Day is from S&P Global. If you follow my posts, you will not be surprised that over the last 20 years the S&P 500 index, where larger companies make up more of the index than smaller ones, beat actively managed funds an incredible 92.4% of the time. That is a high bar to beat.

Chart of the Day

07/19/23

Chart of the Day: US Birth Rates

Today’s Chart of the Day from Econofact.org shows the trend in US birth rates which peaked in 2007 and is now 20% less.

Chart of the Day

07/18/23

Commentary of the Day: NASDAQ 100 Concentration

Today’s Chart of the Day is a comment about a unique risk that can occur in successful index funds. For instance, we often hear about what many call the “Tech-Heavy NASDAQ” which refers to the Invesco QQQ Trust Exchange Traded Fund (ETF), the 5th largest exchange-traded fund in the US.

Chart of the Day

07/13/23

Chart of the Day: Winners May Not Always be Winners

Today’s Chart of the Day comes from A Wealth of Common Sense and shows the top 10 companies in the stock market going back to 1980.

Chart of the Day

07/12/23

Chart of the Day: Invest from the Start

Today’s Chart of the Day comes from @QCompounding on Twitter and shows the value of some well-known companies now vs. when they became publicly owned.

Chart of the Day

07/11/23

Chart of the Day: 60% of People Own Stocks

Today’s Chart of the Day from an article called “Best Time to Buy Stocks” shows the percentage of households that own stocks of any form. Besides a slight decline after the Great Recession, the percentage has held steady between 50%-60% of the US population and currently stands at 61%.

Chart of the Day

07/6/23

Chart of the Day: Beef vs. Pork

Today’s Chart of the Day from the Wall Street Journal shows that you aren’t imagining that beef prices have gone up. Beef prices have increased significantly versus chicken and pork since the pandemic.

Chart of the Day

07/5/23

Chart of the Day: Pandemic Credit Card Usage

Today’s Chart of the Day from @CharlieBiello on Twitter shows the annual change in credit card balances dating back to 2000. The latest data shows a 17.2% increase, nearing the record set in 2001 at 18.9%. This is another unintended consequence of the COVID-19 pandemic response.