S&P 500 Index
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Friday, February 1st, 2013Here are January’s returns along with with the monthly history that I have so far. January’s 5.18% return for the S&P 500 was its best for January since 1997 and ranks as the 20th best for the month of January going all the way back to 1926.
S&P 500 1-Year Rolling Total Returns
Thursday, January 31st, 2013I know most AFM readers don’t care about this stuff but I love crunching numbers and sharing the results. For this study, I looked at 1-year rolling total returns. I began with January 1926 – December 1926 and then February 1926 – January 1927, all the way through January 2012 – December 2012. There were [...]
S&P 500 20-Year Rolling Period Returns Through 2012
Tuesday, January 29th, 2013An AFM reader sent me an email and asked me to update the 20-year rolling period returns for the S&P 500 Index. Here they are:
Total Returns for the S&P Indexes for 2012
Tuesday, January 1st, 2013HAPPY NEW YEAR! I hope 2013 is a great year for all the AFM readers out there! Here are the total returns for 2012 for the S&P 500 Index, S&P Midcap 400, S&P Smallcap 600, and other indexes I follow here at AFM. December’s .91% return for the S&P 500 Index was the 58th best [...]
Which is Better: a 50/50 Stocks-Bonds or a 100% Stocks?
Tuesday, December 11th, 2012I just completed an interesting study where I looked at the monthly total returns for the S&P 500 Index and Corporate Bonds over 30-year periods from 1926 – 2011. I set up the following five sceanarios: 100% Corporate Bonds 75% Corporate Bonds 25% S&P 500 50% Corporate Bonds 50% S&P 500 20% Corporate Bonds 75% [...]
YTD Total Returns for the S&P 500 and Other Indexes
Monday, December 3rd, 2012Here is the November update for the index returns I follow here on AFM: November’s .58% total return for the S&P 500 was its best since November 2009.
401(K) Dollar Limit Raised to $17,500 in 2013
Friday, November 2nd, 2012The maximum dollar amount an employee can contribute to their 401(K) is increasing $500 to $17,500 for 2013. Those who are 50 and older can contribute as much as $23,000. Let’s break down $17,500. That’s… $1,453.33 per month. $47.95 per day. $1.9977 per hour (based on 8,760 hours per year). $.0333 per minute. Better get [...]
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