Comments on: A Look at the Callan Periodic Table of Investment Returns http://allfinancialmatters.com/2007/01/12/a-look-at-the-callan-periodic-table-of-investment-returns/ A personal finance blog dedicated to discussing such topics as budgeting, asset allocation, 401K, IRA, cash flow, insurance, financial planning, portfolio management, and other areas in personal finance. Fri, 12 Mar 2010 06:49:22 +0000 http://wordpress.org/?v=abc hourly 1 By: Value ETFs Preferred | Wealth Management http://allfinancialmatters.com/2007/01/12/a-look-at-the-callan-periodic-table-of-investment-returns/comment-page-1/#comment-260314 Value ETFs Preferred | Wealth Management Fri, 28 Mar 2008 11:04:53 +0000 http://allfinancialmatters.com/?p=1484#comment-260314 [...] There was also a second Heartland study and this one focused on the returns of value stocks across different holding periods.  When one examines the Callan Periodic data table, it is quite evident that different asset classes perform quite differently from year to year.  Let me quote from Swedroe’s book, “What Wall Street Doesn’t Want You To Know.” [...] [...] There was also a second Heartland study and this one focused on the returns of value stocks across different holding periods.  When one examines the Callan Periodic data table, it is quite evident that different asset classes perform quite differently from year to year.  Let me quote from Swedroe’s book, “What Wall Street Doesn’t Want You To Know.” [...]

]]> By: Daniel Fell http://allfinancialmatters.com/2007/01/12/a-look-at-the-callan-periodic-table-of-investment-returns/comment-page-1/#comment-239687 Daniel Fell Sat, 23 Feb 2008 15:57:48 +0000 http://allfinancialmatters.com/?p=1484#comment-239687 Janus also includes MidCaps - which do very well (similar to the diversified portfolio) across most years. Janus also includes MidCaps – which do very well (similar to the diversified portfolio) across most years.

]]> By: When Should You Dump a Bad Money Manager?—� AllFinancialMatters http://allfinancialmatters.com/2007/01/12/a-look-at-the-callan-periodic-table-of-investment-returns/comment-page-1/#comment-160718 When Should You Dump a Bad Money Manager?—� AllFinancialMatters Fri, 26 Oct 2007 18:30:47 +0000 http://allfinancialmatters.com/?p=1484#comment-160718 [...] I’m guessing the three years are 2004 - 2006. If that’s the case, there’s no excuse to have negative returns. According to the Callan Periodic Table of Investment Returns, the S&P 500 Index total annual returns for 2004 - 2006 were 10.88, 4.91, and 15.79, respectively. To turn in a negative return over that same period of time is inexcuseable. This manager must be on drugs. [...] [...] I’m guessing the three years are 2004 – 2006. If that’s the case, there’s no excuse to have negative returns. According to the Callan Periodic Table of Investment Returns, the S&P 500 Index total annual returns for 2004 – 2006 were 10.88, 4.91, and 15.79, respectively. To turn in a negative return over that same period of time is inexcuseable. This manager must be on drugs. [...]

]]> By: AllFinancialMatters » Blog Archive » How to Calculate the Expected Return on a Portfolio http://allfinancialmatters.com/2007/01/12/a-look-at-the-callan-periodic-table-of-investment-returns/comment-page-1/#comment-71965 AllFinancialMatters » Blog Archive » How to Calculate the Expected Return on a Portfolio Mon, 05 Feb 2007 19:23:10 +0000 http://allfinancialmatters.com/?p=1484#comment-71965 [...] First we’ll look at the total returns for various indexes (asset classes) found in the Callan Periodic Table of Investment Returns: [...] [...] First we’ll look at the total returns for various indexes (asset classes) found in the Callan Periodic Table of Investment Returns: [...]

]]> By: AllFinancialMatters » Blog Archive » A New Portfolio Return Calculator http://allfinancialmatters.com/2007/01/12/a-look-at-the-callan-periodic-table-of-investment-returns/comment-page-1/#comment-63569 AllFinancialMatters » Blog Archive » A New Portfolio Return Calculator Tue, 16 Jan 2007 06:38:38 +0000 http://allfinancialmatters.com/?p=1484#comment-63569 [...] It has been months since I last put together a calculator. My latest calculator, the Asset Allocation and Portfolio Performance Calculator, came to fruition after I put together my post about the Callan Periodic Table of Investment Returns. The returns I talked about in that post were all individual index returns. Those are fine and good but most people are more interested in how what they mean to a portfolio. So, I created a somewhat-simple portfolio calculator that will allow you to enter: [...] [...] It has been months since I last put together a calculator. My latest calculator, the Asset Allocation and Portfolio Performance Calculator, came to fruition after I put together my post about the Callan Periodic Table of Investment Returns. The returns I talked about in that post were all individual index returns. Those are fine and good but most people are more interested in how what they mean to a portfolio. So, I created a somewhat-simple portfolio calculator that will allow you to enter: [...]

]]> By: links for 2007-01-13 » Personal Finance - Save Money at Binary Dollar http://allfinancialmatters.com/2007/01/12/a-look-at-the-callan-periodic-table-of-investment-returns/comment-page-1/#comment-63102 links for 2007-01-13 » Personal Finance - Save Money at Binary Dollar Sun, 14 Jan 2007 15:54:58 +0000 http://allfinancialmatters.com/?p=1484#comment-63102 [...] You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site. Leave aReply [...] [...] You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site. Leave aReply [...]

]]> By: Jesse http://allfinancialmatters.com/2007/01/12/a-look-at-the-callan-periodic-table-of-investment-returns/comment-page-1/#comment-62651 Jesse Sat, 13 Jan 2007 12:11:08 +0000 http://allfinancialmatters.com/?p=1484#comment-62651 Wow -- that is so cool! Thanks for sharing JLP. I had never heard of this "Periodic Table" before. Wow — that is so cool! Thanks for sharing JLP. I had never heard of this “Periodic Table” before.

]]> By: Jeremy http://allfinancialmatters.com/2007/01/12/a-look-at-the-callan-periodic-table-of-investment-returns/comment-page-1/#comment-62392 Jeremy Fri, 12 Jan 2007 19:01:49 +0000 http://allfinancialmatters.com/?p=1484#comment-62392 I also like the one Janus puts out because it throws in a diversified portfolio made up of equal parts of all indexes and shows the return. When you have a diversified portfolio a pattern does emerge... the boxes gravitate towards the middle. So while never the best performing it was also never the worst, and only had 4 negative annual returns since 1991 and all but one of the years with positive returns were higher than the 10 or 11% average everyone compares returns to. A great illustration that diversifying across the various indexes can yield consistent and attractive returns with little effort or investment knowledge. https://ww4.janus.com/SiteObjects/published/FFFFFFFFA8347B540106A689CB6E5086/02945FCE582819260109BBCBE0E0820F/file/Periodic%20Table%20with%20Tax%20Chart%20exp%204-15-07.pdf I also like the one Janus puts out because it throws in a diversified portfolio made up of equal parts of all indexes and shows the return. When you have a diversified portfolio a pattern does emerge… the boxes gravitate towards the middle.

So while never the best performing it was also never the worst, and only had 4 negative annual returns since 1991 and all but one of the years with positive returns were higher than the 10 or 11% average everyone compares returns to.

A great illustration that diversifying across the various indexes can yield consistent and attractive returns with little effort or investment knowledge.

https://ww4.janus.com/SiteObjects/published/FFFFFFFFA8347B540106A689CB6E5086/02945FCE582819260109BBCBE0E0820F/file/Periodic%20Table%20with%20Tax%20Chart%20exp%204-15-07.pdf

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