Newsletters

Newsletter

Newsletter January 25, 2021

FIRST QUARTER - Over the last 30 years (1991-2020), the S&P 500 has gained an average of +1.65% (total return) during the 1st quarter (January-February-March), a total that represents just15% of the index’s 30-year average return of +10.70% per year. The S&P 500 consists of 500stocks chosen for market size, liquidity and industry group representation. It is a market value...

Download

Newsletter

Newsletter January 18, 2021

INVEST FOR THREE YEARS - Since 1926, 84% of the rolling 3-year periods for the S&P 500 index (i.e., the 93 separate 3-years beginning 1926-28, then 1927-29,...2018-20) have produced a positive return. The S&P 500 consists of 500 stocks chosen for market size, liquidity and industry group representation. It is a market value weighted index with each stock's weight...

Download

Newsletter

Newsletter November 23, 2020

FREQUENTLY - Between the 11/08/16 presidential election and the 11/03/20 presidential election, the S&P 500 set 133 record closing highs over 1,003 trading days. That's equal to a new record closing high occurring once every 1.5 weeks...

Download

Newsletter for Jan/Feb 2017 Thumbnail

Newsletter November 16, 2020

STOCKS AND THE WHITE HOUSE - Based upon performance data from 1936-2019, the S&P 500 has averaged +6.7% per year (total return) during the 1st year of a 4-year presidential term. Next year (2021) will be year #1 of a 1st-term Biden administration. The S&P 500 consists of 500 stocks chosen for market size, liquidity...

Download