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Chart of the Day: Only 42% of Stocks Outperform

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Aug 22, 2024
Blue and tan pie chart showing the percentage of stocks that outperformed treasury bills

Contents

Today’s Chart of the Day was prepared by @CharlieBilello on X using data from a groundbreaking paper in 2022 by Hendrick Bessembinder. It highlights the importance of diversification to make sure you own the stocks that generate most of the wealth in the stock market. We tend to think stocks outperform bonds, but this is not always the case. From 1926 to 2022, only 41% of stocks outperformed Treasury Bills, while the remaining 59% underperformed.
Chart of the Day

About the Author

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

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