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rjb112
Well thanks for all your great instruction and telling me about it.
Note: I do not find any information that indicates a method of obtaining annualized return data at stockcharts.com.
We all have sites that we find of use for our methods of investing madness, eh?
Thank you for your time with input to this threa…
YAHOO?
Doesn't the "adjusted close" column in Yahoo's historical prices do this ("adjusted for dividends and splits")?
@ibartman: Yes, it's supposed to.
The original thread was looking at the calculation of the annualized return of SPY from Novem…
I was looking at that too, trying to find it. Have no idea.
Where did he get the idea that this asset class was tops out of all the other asset classes?
Looks like it was a very poor performer.
Risk
"Obviously, there's no guarantee that we're looking at five years of smooth sailing."
"There are a number of ways the current expansion could get derailed," Parker writes. "Europe and China are already slowing and near recession in some parts…
I continue to like India, and currently own SCIF (forward P/E 11), but follow MINDX (20) and EPI (13).
Kevin
Interesting: SCIF with a forward P/E of 11.38, yet MINDX with a forward P/E of 20.79
That's an anomaly not often found in the investing…
BEYOND EQUITIES
"Commodities has an undeserved reputation as a very risky asset class. So it is intriguing to note that the standard deviation for the PowerShares DB Commodity Tracking ETF (DBC) was lower than for U.S. large stocks, while it had a …
@catch22: I went onto stockcharts.com to put in the data that Charles presented on the other thread, SPY from Nov 1, 2007-June 30, 2014. You titled this thread "the quick method". Messing with that slider bar did not seem like "the quick method" …
Howdy @rjb112 and @Charles, et al
The recent thread regarding doom and gloom in September morphed into a "how in the heck do I find real and total return numbers for funds, etc."
http://www.mutualfundobserver.com/discuss/discussion/comment/43537/…
Using this rule an applying it today for the S&P 500 Index ... by my math ... If stocks are at a TTM P/E Ratio of 19.2 plus 2% for inflation (Both Trailing Numbers) then this puts the combined number at 21.2. With this, stocks would be about si…
rjb: My VFINX numbers came from Morningstar and include reinvested dividends.
Desota, what tool did you use on M* to get that data?
Is it the one below? The one with the "bouncing ball"?
I can't stand that tool, because it doesn't "adjust" the way…
SPY, by definition, includes dividend reinvestment, so it's "Total Return."
c
@Charles: Looks like SPY actually distributes cash dividends, and it would be up to the investor to decide if he wants to reinvest them into more shares of SPY, or take …
I think I believe in gross market timing (CAPE says the next 10 years will be low return if one buys the broad market at current levels), so it looks like I should let my monthly additions molder in cash.
In my IRA at TDA, EVBAX was relatively co…
BTW, whatever happened, that MACSX dropped .13 cents/share on a single day, last Friday?
Don't know what caused it, but it was only a -0.64% loss, so for a stock fund, not a big drop. It's category had a flat performance for that day. I went thru…
Here's another one to think about...
Since April '00, or 171 months ago...more than 14 years (through June '14), SP500 Annualized Total Return?
Just 3.9%.
++++++++++++++++++++++++++++++++++++++++++++++++++
@Charles: Some very close confirmation b…
The Ave Maria funds seem to be well run but my thought has always been to not mix religion with investing and instead use or give some of your profits for the greater good how you may see fit.
I'm inclined to agree.
Look at what Buffett has done. …
It's amazing that the stock market has held up in the face of all the geo-political events happening around the world today. Everything is uncertain......Russia...Ukraine.....Hong Kong.....Syria......Iraq........you name it
"The ruling angered pro-democracy campaigners because it gives the government in Beijing an effective veto over anyone not viewed as friendly to the Communist Party"
“We are told Hong Kong people will have one man one vote, but Beijing will select …
I don't have a favorite. M* seems the more reliable as far as their quotes go. A lot of sites don't even have YTD stats. They default to one year. Also depending on the site they will choose a different symbol for the SP index whether that makes muc…
10k invested in Vanguard 500 Index fund on 11/01/2007 was worth 14.5k on 6/30/2014 with dividends reinvested. That is a 45% increase in 6.5 years or just under 7 pct annually.
What website did you use to get your data?
I ran the numbers on the …
SP500 Annualized Total Return since November 2007 thru June 2014: 5.90%
I found a website that I am checking out. So far it seems accurate.
http://longrundata.com/longrundata/index.php
They come very close to your calculation. I put in November…
10k invested in Vanguard 500 Index fund on 11/01/2007 was worth 14.5k on 6/30/2014 with dividends reinvested. That is a 45% increase in 6.5 years or just under 7 pct annually.
Btw such a short period of return measurement seems like data mining …
To quickly compute APR for SPY over any period, just look up closing monthly values for period of interest from say Yahoo Finance.
I guess my point is that folks who have invested in US equities since beginning of current full cycle have not fared …
Yahoo Finance lists YTD data but only as of the end of July.
The firm that developed DIA, State Street Global Advisors, also has the YTD as of July 31.
Looks like Morningstar has the market for up to date performance information. There must be oth…
http://www.bloomberg.com/quote/QQQ:US
YTD for QQQ, 14.48%
http://www.bloomberg.com/quote/DIA:SP
Bloomberg is showing YTD 10.14%, which can't be correct! Way off!
http://www.bloomberg.com/quote/SPY:US
PERFORMANCE FOR SPY
Year To Date +9.68%
That agrees with the M* data I posted above.
I find M* data to be quite accurate, possibly the gold standard?
Let me check what Bloomberg says for DIA and QQQ
If you go to different sites you will get different numbers. I am assuming they are quoting SPY.
JohnChisum, that's that data I took. I used the performance of the etfs they said they used, namely, SPY, DIA, and QQQ. Those are specific etfs.
I t…
FYI: The month of August is now behind us and September trading begins on Tuesday following Monday's Labor Day holiday. Below is a look at the performance of various asset classes in August, quarter-to-date and year-to-date using our key ETF matri…
Interestingly, the main recommendation Kathleen Gaffney gave to the listeners is to rise cash.
She did say cash is a great 'investment' at this time.
I think this was in answer to Consuelo Mack asking her: 'What is the one recommendation you have f…
@Bitzer: Here's the You Tube link:
You can also view it at the Wealthtrack website:
http://wealthtrack.com/recent-programs/kathleen-gaffney-bond-risks/
rjb: "If someone has a 100% bond fund portfolio, this fund would provide great diversification. If someone has a stock heavy portfolio, not sure how much diversification this fund would provide."
My thoughts exactly. Also, I'm thinking that KG's vi…
SP500 Annualized Total Return since November 2007 thru June 2014: 5.90%
@Charles: Can you link/URL the website you used and the detailed steps you used to come up with that calculation?
It would also be instructive if you would perform the same …
Not sure this article makes much sense....and I like Barry Ritholtz quite a bit.
I read this pretty quickly, but I believe the World's Greatest Market Timer just entered the market at the low point of each year to make his purchases.
But he didn't…
Like many here, I'm not a market timer but do believe, on a short-intermediate term basis, there may not be a lot of room for the markets to run. So, contrary to some advice given here, I'm moving slowly and cautiously into alternatives, primaril…
The Fed is being very supportive of the markets and there seems to be no end to that support for the near and foreseeable future.
Do you feel bearish as we start to close out 2014 or do you have a sense of optimism as we move ahead?
@JohnChisum, …
