Investing
« Previous EntriesExxon is Number One on This Year’s Fortune 500
Wednesday, May 9th, 2012For some reason, I have enjoyed looking at each year’s Fortune 500 since I was 14 or 15-years old. Yeah, I was a wee bit different as a kid. I wish I had kept all my Fortune 500 magazines over the years as it would be fun to look back and see how much the [...]
Chart of the Day – Research in Motion (Downward Motion, That Is)
Thursday, May 3rd, 2012This chart begins January 1, 2008 and goes through today’s current price… Compare that to Apple’s chart over the same time period: What happened to Research in Motion? I think… 1. They got complacent. They didn’t take Apple’s iPhone seriously. 2. They didn’t think ahead. Every phone they have come up with seemed to be [...]
YTD Total Returns for the S&P 500 and Other Indexes
Tuesday, May 1st, 2012Here’s the latest performance update for the indexes I follow here at AFM: S&P 500, MidCap 400, SmallCap 600, and Other Indexes Total Returns (April 2012)
Comparing the S&P 500 Equal-Weighted Index TR with the S&P 500 Index TR
Tuesday, April 17th, 2012The S&P 500 Index is market cap weighted. That means that the larger the market cap of the company, the more weight it has in the index. The idea behind the S&P Equal-Weighted Index is to (you guessed it) give equal weight to each company in the index. Of course, this changes the dynamics drastically [...]
What If You Could Dollar Cost Average Your Social Security Contributions
Wednesday, March 28th, 2012This is a follow-up to yesterday’s post, which you can read here. As I mentioned yesterday, I have monthly total return data for BOTH the S&P 500 Index and the Barclay’s Aggregate Bond Index going back to January 1991 (I have S&P data going back to 1926). I thought it would be interesting to look [...]
Interesting Ways to Look at Return and Volatility 1991 – 2011
Monday, March 26th, 2012How’s that for a catchy title? I have monthly total returns for the S&P 500 (S&P 90 prior to February 1957) going all the way back to January 1926. However, I only have the Barclay’s Aggregate Bond Index (formerly known as the Lehman Aggregate Bond Index) going back to January 1991. Anyhow… I thought it [...]
Total Return Update for the S&P 500 and Other Indexes
Friday, March 16th, 2012Better late than never… Here are the year-to-date total return numbers for the S&P 500, S&P Midcap 400, S&P Smallcap 600, MSCI EAFE, MSCI ACWI ex US, MSCI Emerging Markets, Barclay’s Aggregate Bond Index (formerly the Lehman Aggregate Bond Index), Oil, and Gold. I’m thinking of adding the returns for the corresponding exchange-traded funds so [...]
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