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Chunks O' Chill

Insights to help you discover your ZeroCelsius.

Chart

AFGO

Though basically flat for the year, most major U.S. stock markets finished the week in positive terrority… The first time in 2016! This may have folks wondering what the first 11 weeks of the year was all about.
Another typical period in the life of an investor. {sigh}
For long-term investors — folks that get it — it was just AFGO, another effing(!) growth opportunity.

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Last 5 Years vs. Average 5 Years

Check this out… Let’s compare the last 5-year period with the average 5-year period.

The last 5 years have created one of the widest performance gaps we’ve experienced over the past 40 years. Five years is a long time for investors to endure historical “underperformance” from their portfolio’s primary diversifiers.

Check out these charts: Read more →

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Chart, Investing

Flat Years Don’t Foretell Next Years

How do think the stock market will perform this year?
While 2015 was an underwhelming year for the S&P 500 Index, it is interesting to look at what the index did following prior underwhelming years (defined as returns between -5% and 5%). Investors may think that an underwhelming year foretells more meddling returns in the following year. But check out this chart…Since 1926, there have been eleven periods (including last year) where the index fell in this range.

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How The Economic Machine Works

How The Economic Machine Works

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Elections, Surprises & Volatility

Elections, Surprises & Volatility

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Trump Talk

Trump Talk

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