Stocks are unit ownerships in corporations. Some pay dividends. Corporations issue stock and receive cash in order to fund their business.
Menu (linked Index) Your Wealth Plan: 4 Steps to Financial Freedom Last Update: April 12, 2026 Introduction Phase 1 – Determine your Financial Status Phase 2 – Establish your Goals and Determine Your Risk Tolerance Phase 3 – Determine your Capital Allocation Strategy Phase 4 – Execute your plan and be Consistent Conclusion On Line […]
Menu (linked Index) Master Investment Stack (Order of Operations) Last Update: April 12, 2026 Introduction Master Investment Stack – Chart Master Investment Stack – Descriptive Outline Summary Introduction In this post we describe the Capital Allocation Strategy which is phase 3 of the Financial Plan we described in my post: Your Wealth Plan: 4 Steps
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
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
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
Last Revision: August 14, 2022 Summary This post describes how the long term performance of the S&P 500 Total Return Index is affected when some of the best days are removed. Introduction I was recently perusing Chapter 2 of my copy of Charles D. Ellis’s book, “Winning the Losers Game” (3rd Edition, New York,McGraw-Hill,1998). The
Last Revision: October 17, 2022 Introduction This article describes the historical performance of the U.S. Stock Market as represented by the S&P 500 index. It also provides some useful learnings that can be applied to our investment decisions. As you read through the material, please refer to the Financial Glossary which will open as a
