Bonds are fixed income investments. They are I.O.Us issued by companies and governments agreeing to pay back a loan at a specified future date. Interest payments are included in the pay back.
Last Revision: November 20, 2022 Asset Class Performance: Introduction Understanding asset class performance is an important part of assembling the proper investment portfolio mix. This post analyzes the historical performance of various assets using ETF and Mutual Fund proxies. Its purpose is to show the historical ranked returns of several asset classes. the volatility […]
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Last Update: November 7, 2022 Introduction This post provides a broad review of available investment asset classes. The sec.gov glossary defines an investment as “..money that is put at risk for the purpose of making a profit”. In this post, we’ll review the various investment choices available to United States citizens. I think there are
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Last Revision: October 17, 2022 Summary In seven graphs, this post shows 94 years of expected returns for various stock and bond allocations. These graphs plot annualized returns for 3, 5, 7, 10, 15, and 20 rolling yearly periods and show that: Variability of outcomes increases (risk increases) as the proportion of stocks relative to
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