Crews Bank & Trust Blog | Samuel A. Kiburz, Senior Vice President, Chief Investment Officer (3)

Blue and tan pie chart showing the percentage of stocks that outperformed treasury bills

Chart of the Day

Chart of the Day: Only 42% of Stocks Outperform

Today’s Chart of the Day was prepared by @CharlieBilello on X using data from a groundbreaking paper in 2022 by Hendrick Bessembinder.

Black and white dot plot chart using blue dots to illustrate number and percentage of stocks that created lifetime wealth from 1926 to 2022.

Chart of the Day

Chart of the Day: 2% Created 90% of Returns

Today’s Chart of the Day is from @CharlieBilello from the Hendrick Bessembinder paper called “Shareholder Wealth Enhancement” published in 2023.

Chart of the Day

Chart of the Day: Chart of the Doomsday

Today’s Chart of the Day from JP Morgan shared by @StevenKelly49 on X shows the results of popular economists who predicted “Doomsday” scenarios and..

A purple and white periodic table that uses the process of elimination to explain why gold is money and not the other elements.

Chart of the Day

Chart of the Day: Why Gold is Money

Today’s Chart of the Day is a classic from Visual Capitalist outlining why “Gold is Money” and the other 117 elements are not.

Blue line chart comparing Dow Jones highs vs. lows since 1990 with major geopolitical events such as COVID-19

Chart of the Day

Chart of the Day: 124 Years

Today’s Chart of the Day from Carson Investment Research shows the 35 major “bad news” events in the stock market going back to 1900.

Chart ranking degree of benefit various exercises, antidepressant drugs and therapy have on depression

Chart of the Day: Depression and Walking #1

Today's Chart of the Day is from a research article in the British Medical Journal titled “Effect of Exercise for Depression.”

top 18 market turmoil and Dow Jones averages in a list format

Chart of the Day

Chart of the Day: Every Five Years or So

Today’s Chart of the Day, from an article written by Robin Powell with IFA.com, shows the 18 largest market events over the last 95 years.

Flat map of the world, tracking all hurricanes from 1950 to 2018, with storm intensity designated by color, from lower (blue) to higher (red).

Chart of the Day

Chart of the Day: Hurricanes and the Equator

Today’s Chart of the Day is a slight departure from a typical financial post, and similar to one I shared a few years ago, but has some additional..

Blue map of the united states showing return on investment of homes

Chart of the Day

Chart of the Day: Real Estate Over Five Year Spans

Today’s Chart of the Day from ResiClub shows the average 5-year home price return has averaged 26% per state since 1975.

young black couple sitting on a couch with an open laptop and reviewing some documents as their financial advisor looks on

Chart of the Day

Building a Diversified Investment Portfolio: Balancing Risk and Reward

Investing can be complex, but one principle that stands the test of time is diversification. Diversification involves spreading your investments..

Line graph showing Renter Burden vs. Homeowner Burden changes from 2015 through 2024

Chart of the Day

Chart of the Day: Imbalance of Rent vs. Buy

Today’s Chart is from Zillow showing that typically the share of income spent on housing costs for homeowners, such as mortgage, taxes, and..

Map of the United States with temperature and year numbers, Florida's highest is 107 in 1901.

Chart of the Day

Chart of the Day: July Record Heat

As we all walk outside this month and think, “It is hot!", remember today’s Chart of the Day from the Statewide High Temperature Records set during..

Chart of the Day

Chart of the Day: Brand Wheel

Today’s Chart of the Day is from Jon Erlichman and shows what I like to call the “Brand Wheel".

grid shows 1st in light blue, 2nd in black, and 3rd in dark blue

Chart of the Day

Chart of the Day: Winners Don't Win Forever

Today’s Chart of the Day is from Counterpoint Global with data from FactSet. It shows the top three largest US companies from 1950 to 2023. AT&T..

Line graph illustrating the number of hours a worked per worker since 1974 for select economies - some of the lines represent the US in white, France red, and Germany blue.

Chart of the Day

Chart of the Day: US Work Ethic

Today’s Chart of the Day is from the Financial Times and shows the number of annual hours worked, per worker, for select economies since 1974.

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: Only 42% of Stocks Outperform

Today’s Chart of the Day was prepared by @CharlieBilello on X using data from a groundbreaking paper in 2022 by Hendrick Bessembinder.

Chart of the Day

08/20/24

Chart of the Day: 2% Created 90% of Returns

Today’s Chart of the Day is from @CharlieBilello from the Hendrick Bessembinder paper called “Shareholder Wealth Enhancement” published in 2023.

Chart of the Day

08/15/24

Chart of the Day: Chart of the Doomsday

Today’s Chart of the Day from JP Morgan shared by @StevenKelly49 on X shows the results of popular economists who predicted “Doomsday” scenarios and the return of selling stock and buying bonds at their suggestion.

Chart of the Day

08/13/24

Chart of the Day: Why Gold is Money

Today’s Chart of the Day is a classic from Visual Capitalist outlining why “Gold is Money” and the other 117 elements are not.

Chart of the Day

08/8/24

Chart of the Day: 124 Years

Today’s Chart of the Day from Carson Investment Research shows the 35 major “bad news” events in the stock market going back to 1900.

08/6/24

Chart of the Day: Depression and Walking #1

Today's Chart of the Day is from a research article in the British Medical Journal titled “Effect of Exercise for Depression.”

Chart of the Day

08/1/24

Chart of the Day: Every Five Years or So

Today’s Chart of the Day, from an article written by Robin Powell with IFA.com, shows the 18 largest market events over the last 95 years.

Chart of the Day

07/30/24

Chart of the Day: Hurricanes and the Equator

Today’s Chart of the Day is a slight departure from a typical financial post, and similar to one I shared a few years ago, but has some additional information from Robert Rohde (@rarohde).

Chart of the Day

07/25/24

Chart of the Day: Real Estate Over Five Year Spans

Today’s Chart of the Day from ResiClub shows the average 5-year home price return has averaged 26% per state since 1975.

Chart of the Day

07/24/24

Building a Diversified Investment Portfolio: Balancing Risk and Reward

Investing can be complex, but one principle that stands the test of time is diversification. Diversification involves spreading your investments across various types of assets in different classes, industries, and geographies. It is so important that Nobel Prize laureate Harry Markowitz, who is the founder of the Modern Portfolio Theory published in 1952, once said, “Diversification is the only free lunch” in investing.

Chart of the Day

07/23/24

Chart of the Day: Imbalance of Rent vs. Buy

Today’s Chart is from Zillow showing that typically the share of income spent on housing costs for homeowners, such as mortgage, taxes, and insurance, has been lower than what renters pay for rental units.

Chart of the Day

07/18/24

Chart of the Day: July Record Heat

As we all walk outside this month and think, “It is hot!", remember today’s Chart of the Day from the Statewide High Temperature Records set during the month of July. The mid- to early- 1930’s, which is noted in dark red and coincides with the Dust Bowl, was a particularly bad time for most states.

Chart of the Day

07/16/24

Chart of the Day: Brand Wheel

Today’s Chart of the Day is from Jon Erlichman and shows what I like to call the “Brand Wheel".

Chart of the Day

07/11/24

Chart of the Day: Winners Don't Win Forever

Today’s Chart of the Day is from Counterpoint Global with data from FactSet. It shows the top three largest US companies from 1950 to 2023. AT&T dominates the list until the early 1980’s but is now 45th. Exxon dominated from 1974 to 2014, but still holds on today at 11th. Microsoft began its run in 1997 and Apple in 2010. This highlights that “winners” don’t hold on forever, and the prudence to trim oversized positions to keep a portfolio balanced.

Chart of the Day

07/9/24