United States equivalent investment grade bond index in the US is down 20%, the iBoxx GPB (which stands for the Great Britain Pound) bond index is down 28%

Chart of the Day

Bondmaggeddon

The Chart of the Day is from S&P Global. As eternal optimists, which has worked for our clients over the last 20+ years, we like to say, “It could..

Chart shows so far this year, this is the first time ever the total amount of investments in stocks and bonds shrank.

Chart of the Day

The Ebb and Flow

The following Chart of the Day from State Street Global Advisors shows the flow of funds in investments going all the way back to 2001.

chart shows a 10.4% return with a unified government and 10.8% with a split congress.

Chart of the Day

Washington Makeup

Today's Chart of the Day is a second chart from the Capital Group article called “Can midterm elections move markets?”

Chart shows the number of seats in congress gained or lost by the president's party in mid-term election from 1934 to 2018

Chart of the Day

Midterm Swings

Today’s Chart of the Day comes from a Capital Group article called “Can midterm elections move markets?”

Chart shows nuclear stockpiles from 1945 to 1980 from ten countries

Chart of the Day

Less, but Still a Fat Tail Risk

Today’s Chart of the Day from Bloomberg shows that though there are less nuclear stockpiles than the 1980’s, there are still too many. There is an..

S&P 500 return 12 months after peak inflation, 1927 - 2022

Chart of the Day

Stocks After Inflation Peaks

Today's Chart of the Day is in a BlackRock article. This is the organization who issues the iShares Exchange Traded Funds (ETFs) in our portfolios.

chart shows the S&P 500 index with recessions marked in red going all the way back to 1928

Chart of the Day

Faith in the Long Run

Today’s Chart of the Day shows the S&P 500 index with recessions marked in red going all the way back to 1928.

Orange for gold at $91, blue for the S&P 500 at $82, and purple for Bitcoin at $41

Chart of the Day

The Crypto Hedge?

So far this year, we have experienced the longest “downturn” in terms of time since our last record high during The Great Recession.

Value of Beyond Meat, Inc. is represented by a brown line and S&P 500 represented by blue line

Chart of the Day

Beyond Profits

Today’s Chart of the Day shows the price of $100 invested in Beyond Meat, Inc. when the company went public in early 2019.

chart looks at Equity Funds underperforming their benchmarks

Chart of the Day

Mid-Year Index vs. Active Update

Twice a year, S&P Dow Jones updates their SPIVA (S&P Indices Versus Active) report.

chart shows the relationship between stocks and bonds

Chart of the Day

Inflation vs. Stocks and Bonds

Today’s Chart of the Day comes from S&P Dow Jones Indices.

chart shows that Southwest Florida is still higher than the national average, represented by counties colored in with orange and red

Chart of the Day Managing your Wealth

45% to 59% Overvalue of Real Estate?

Today’s chart comes from Fortune, which shows the real estate markets that are “overvalued” based on the area's local incomes and construction costs.

shows the average cumulative global corporate default rate from 1981-2021 in seven year spans

Chart of the Day Managing your Wealth

With Bonds All Things Are Equal

Today's Chart of the Day comes from an article in AAII.com (American Association of Individual Investors) and shows the average cumulative global..

chart shows that Hawaiian is the most on-time airline and Allegiant is least on-time

Chart of the Day

Percentages On-Time

The Chart of the Day comes from Bloomberg. It's not a necessarily a financial chart, but instead shows percentages of on-time flights, and the amount..

chart shows that changes made mutual funds go from losing assets to attracting assets

Chart of the Day Managing your Wealth

Moving the Goalposts

Today's chart appears in a research paper titled, “Moving the Goalposts? Mutual Fund Benchmark Changes and Performance Manipulation” which was..

On Our Minds

List Grid

Chart of the Day

10/31/22

The Chart of the Day is from S&P Global. As eternal optimists, which has worked for our clients over the last 20+ years, we like to say, “It could always be worse.” Though the United States equivalent investment grade bond index in the US is down 20%, the iBoxx GPB (which stands for the Great Britain Pound) bond index is down 28%, which is the worst in 25 years.

They are calling it “the Bondmaggeddon.”

Though we may have some of these US equivalent bond ETFs in the portfolio we manage, they are more than offset by many shorter-term bonds, which in most cases have resulted in a total loss of only 6%. Still not great, but it could have been worse.

Chart of the Day

10/27/22

The Ebb and Flow

The following Chart of the Day from State Street Global Advisors shows the flow of funds in investments going all the way back to 2001.

Chart of the Day

10/25/22

Washington Makeup

Today's Chart of the Day is a second chart from the Capital Group article called “Can midterm elections move markets?”

Chart of the Day

10/21/22

Midterm Swings

Today’s Chart of the Day comes from a Capital Group article called “Can midterm elections move markets?”

Chart of the Day

10/19/22

Less, but Still a Fat Tail Risk

Today’s Chart of the Day from Bloomberg shows that though there are less nuclear stockpiles than the 1980’s, there are still too many. There is an increased focus on this topic due to Putin’s threats and a hope that someone would come to their senses before anything gets out of hand.

Chart of the Day

10/18/22

Stocks After Inflation Peaks

Today's Chart of the Day is in a BlackRock article. This is the organization who issues the iShares Exchange Traded Funds (ETFs) in our portfolios.

Chart of the Day

10/14/22

Faith in the Long Run

Today’s Chart of the Day shows the S&P 500 index with recessions marked in red going all the way back to 1928.

Chart of the Day

10/13/22

The Crypto Hedge?

So far this year, we have experienced the longest “downturn” in terms of time since our last record high during The Great Recession.

Chart of the Day

10/11/22

Beyond Profits

Today’s Chart of the Day shows the price of $100 invested in Beyond Meat, Inc. when the company went public in early 2019.

Chart of the Day

10/6/22

Mid-Year Index vs. Active Update

Twice a year, S&P Dow Jones updates their SPIVA (S&P Indices Versus Active) report.

Chart of the Day

09/27/22

Inflation vs. Stocks and Bonds

Today’s Chart of the Day comes from S&P Dow Jones Indices.

Chart of the Day, Managing your Wealth

09/23/22

45% to 59% Overvalue of Real Estate?

Today’s chart comes from Fortune, which shows the real estate markets that are “overvalued” based on the area's local incomes and construction costs.

Chart of the Day, Managing your Wealth

09/20/22

With Bonds All Things Are Equal

Today's Chart of the Day comes from an article in AAII.com (American Association of Individual Investors) and shows the average cumulative global corporate default rate from 1981-2021 in seven year spans.

A common misconception is that the yield you see from a bond portfolio is what you can expect to earn. However, this is a best case scenario as some of the bonds will ultimately default, causing a loss that reduces the yield.

In rough figures, if you take the weighted average default rate of all speculative/junk bonds and assume a 50% loss of principal of those bonds, over seven years this can reduce your total return by 2.9% annually.

The current yield to maturity on speculative/junk bonds is 7.6%. When you add in the historical loss of 2.9%, this reduces the total return to 4.7%, which happens to be the same yield of 4.7% in an investment grade bond with a similar maturity.

Chart of the Day

09/16/22

Percentages On-Time

The Chart of the Day comes from Bloomberg. It's not a necessarily a financial chart, but instead shows percentages of on-time flights, and the amount of passengers traveled per airline.

Chart of the Day, Managing your Wealth

09/13/22

Moving the Goalposts

Today's chart appears in a research paper titled, “Moving the Goalposts? Mutual Fund Benchmark Changes and Performance Manipulation” which was referenced in an article from the Wall Street Journal the week of August 22. The paper denotes that 37% of all actively managed mutual fund managers changed their benchmarks between 2006 and 2018, and two-thirds of these changes made the funds appear to improve their performance.

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