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Year to Date Total Returns for S&P 500 and Other Benchmarks (June 2011)

Friday, July 1st, 2011

Here are the total returns for the first six months of 2011 for the S&P 500, S&P Midcap 400, S&P Smallcap 600, MSCI EAFE, MSCI ACWI ex US, Barclay’s Aggregate Bond Index, Crude Oil, and Gold. As you can see, June wasn’t a good month (click on the graphic to view a PDF version). NOTE: […]

Financial Planning Magazine: Indexing Works

Tuesday, May 24th, 2011

Good article: The Big Idea – Indexing Works …according to Vanguard: In four out of seven bear markets since January 1973, the Dow Jones U.S. Total Stock Market Index beat the average actively managed fund. The two bears in which many funds did better than the index were both in the 1980s. This graphic included […]

Annual Performance Ranking of Various iShares Exchange-Traded Funds

Monday, January 10th, 2011

I spent some time putting together the returns of some different asset class (LargeCap, MidCap, SmallCap, International, Emerging Markets, REIT, and Bond) Exchange-Traded Funds offered through iShares. I then took that information and ranked the performance for each year. I only used full-year returns. The earliest year for full-year returns was 2002. Not all of […]

The 7Twelve Portfolio’s Performance for 2010

Tuesday, January 4th, 2011

Here are the year-end returns for the 7Twelve Portfolio that was detailed in Craig Israelsen’s book, 7Twelve: A Diversified Investment Portfolio with a Plan*: As you can see, the results looks pretty good—especially when you consider the fact that one-third of the portfolio is in bonds and cash. Dr. Israelsen gives much more detailed information […]

“7 Twelve” Portfolio October 2010 Update

Monday, November 1st, 2010

Here are the total returns for the 7 Twelve Portfolio through October 2010 (Click to see a larger version): NOTES: This portfolio assumes $1,000,000 initial investment with a 5% income withdrawal on December 31, 2009 for a net investment of $950,000. The portfolio also does not include trading costs. The Vanguard REIT Index ETF is […]

S&P Indice 2010 Year-to-Date Performance Through October

Monday, November 1st, 2010

October 2010’s 3.81% total return for the S&P 500 Index was its best October return since 2003. October’s positive return brought the year-to-date return for the index 7.84%. The Midcap and Smallcap indexes have performed much better so far this year. Interestingly, the Barclay’s Aggregate Bond Index has outperformed the S&P 500 so far this […]

Another Equity Indexed Annuity I Would Avoid

Friday, September 10th, 2010

My friend, Allan Roth, posted an article today about an equity indexed annuity that he came across (you can read Allan’s piece here). It’s an interesting piece that details certain tricks that companies use in order to lure people into their products. I want to focus on his trick #2 – “average annual” return. According […]

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