Investment Office Logo
Asset Class Returns

Equity, Fixed Income, Real Estate, Reference Currency, Alternatives, Sector, Country, Style, Buy and Hold vs. Market Timing.

Articles: 21-30 / 38
Page 
 of 4

Cumulative return profile of the Dow Jones Industrial Average 1899-2009

Ned Davis – An independent, institutional financial strategy research firm.

Missing/Avoiding the Best &Worst Days of S&P500 from 1993 to 2010

Assuming that you can avoid the 10 worst days, you will have to do so in a way that does not have you missing the 10 best days. If you manage to avoid all of the worst days, but miss all of the best days too, then your portfolio performance will be close to buy & hold (minus transaction costs).

Michael A. Gayed
Source: Pension Partners, LLC, September 2010

A Snapshot of Growth vs. Value Investing

Bob Carey, Chief Market Strategist
First Trust Advisors L. P., April 19, 2016

CHF to USD: 1970 - 2015

Thomson Reuters Datastream

CHF to USD: 1990 - 2015

Thomson Reuters Datastream
Articles: 21-30 / 38
Page 
 of 4