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First Down Month for the Market Since October 2012

Saturday, June 29th, 2013

June was a not-so-good month for stocks. Every index followed here at AFM was down except for oil, which seems strange because oil has been moving in tandem with the market for a while now. The S&P 500 Index was down 1.34% in June, its first down month since last October. Still, it’s up 13.82% […]

Interesting Comparison of S&P 500 and the S&P 500 Equal Weight Indexes

Thursday, June 6th, 2013

I came across 10 Years Later: Where in the World is Equal Weight Indexing Now? (PDF) this morning. In the study was the following chart (I took the information and made my own spreadsheet): Of course, that only tells part of the story. Here are the risk-adjusted returns: The study’s author mentions that the returns […]

YTD Total Returns for the S&P 500 and Other Indexes Through May 2013

Monday, June 3rd, 2013

Here is your total return update: S&P 500, MidCap 400, SmallCap 600, & Other Indexes Performance (01-2011 – 05-2013) This May’s 2.34% total return for the S&P 500 broke a 3 year losing streak for the month of May.

Take This FINRA Quiz

Friday, May 31st, 2013

I fund this quiz from FINRA last night. It’s pretty basic and was developed to get a sense of the general public’s knowledge of investing. It’s a 15-question quiz. I won’t go into details here because I don’t want to spoil anything, but I did miss one question because I didn’t read it correctly. Take […]

Question of the Day: Personal Rate of Return

Wednesday, May 22nd, 2013

We have had a good year so far in the stock market. So, curious minds want to know… What is your personal rate of return for 2013? Our personal rate of return through yesterday is 16%. We are 100% stocks: I am not recommending this route to AFM readers. It can make for a very […]

Year-to-Date Total Returns Through April 2013

Wednesday, May 1st, 2013

April was a decent month for all the indexes followed here at AFM except for gold. April’s 1.93% total return for the S&P 500 Index was the 40th best for the month of April going back to 1926. The index is up 12.74% year-to-date. Not bad. Here is the link to the AFM PDF Report: […]

Retirement Withdrawal Strategies – Part 1: 4% Withdrawal Over 30 Years

Friday, April 26th, 2013

The reason it has taken me so long to get this posted is that these spreadsheets contain a lot of information and I didn’t know the best way to go about writing it for AFM readers. So, here is part one of a several part series (I’m not sure how many parts will be in […]

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