Chart of the Day: Holding Period

Today’s Chart of the Day is from Dresdner Kleinwort Macro Research and notes the average holding period of stocks since 1920.

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Chart of the Day: 20% Increase in Insurance

Today’s Chart is from Charlie Bilello, with data from the US Bureau of Labor, showing that auto insurance has increased more than 20% from last year.

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Chart of the Day: Increasing Chances to Reach Age 100

Today’s Chart of the Day shows the percentage of people who have reached the age of 100.

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Condos 101: Tips for Finding and Financing Your Condo 

When it comes to housing options, there’s a diverse array to choose from: multi-family homes, single-family houses, townhouses, co-ops, manufactured homes, modular homes, and apartments. Among these, there’s one distinct type that stands out: the condominium, often referred to as a “condo.”

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Chart of the Day: 25% More for Food

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Chart of the Day: Number of Real Estate Agents

Today’s Chart of the Day comes from Dr. Torsten Slok from Apollo and shows the number of real estate agents per 1,000 jobs.

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Chart of the Day: Family Size is Shrinking

Today's chart, sourced from Apollo and the Census Bureau data, illustrates a decline in the average family size from 3.3 members per household in 1960 to 2.5 in 2023.

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Chart of the Day: Age vs. Salary Saved

Today’s Chart of the Day comes from Yahoo Finance with estimates by Fidelity. It shows a general rule of thumb for financial planning for how much you should have invested at different ages by multiplying your current salary by a specific number (based on your age) to prepare for retirement. Investments can also include things like real estate, businesses, and future inheritances.

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Chart of the Day: All Stocks Index

Today’s Chart comes from an article in Barron’s with information from Wilshire Indexes. The “Wiltshire 5000” is an index similar to the S&P 500, with the difference being that instead of the largest 500 stocks in the S&P, the Wiltshire 5000 represents all of the investable stocks in the United States. Some argue the Wilshire 5000 is a better representation of the health of the stock market, but that is a longer discussion for another day.  

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Chart of the Day: Lifespan vs. Healthspan

Today’s Chart of the Day is from A Teachable Moment by Tony Isola and one to keep in the back of your mind.

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Chart of the Day: Invest at the Record High

Today’s Chart, from Peter Mallouk via the Chart Report, shows the average cumulative S&P 500 returns from 1998 to 2020.

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Chart of the Day: Car Insurance Up 37%

Today’s Chart of the Day from Bloomberg with data from the US Bureau of Labor shows the inflation of car insurance (black) vs. everything else (blue) going back to 1970.

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Chart of the Day: Florida is Second in the Nation

Today’s Chart of the Day comes from Apollo Global Management with data from the Census Bureau showing the change in population by state from July 2020 to July 2023.

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Chart of the Day: Rolling, Rolling, Rolling

Today’s Chart of the Day from Creativeplanning.com with data from NYE.edu shows the rolling 10-year return of the market going back 85 years.

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Factors Over Time

Today’s Chart of the Day is a perennial favorite for some clients and shows the annual stock market performance of several factors. "Factors" is the name the market assigns to certain types of stocks. For instance: Growth stocks are those that have higher growth rates and often do not have a dividend; vs. Value stocks which are generally older, more established, and pay a dividend. Other factors are Small, Mid, and Large, Real Estate, International, and High Dividend. The “Chiclet Chart," as one client calls it, displays how each factor performs as compared to the others over time. It makes a visual case to be diversified into each to reduce volatility, since some do better one year and not the next. 

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