S&P 500 Dividend Aristocrats Index Outperforms S&P 500 with Lower Volatility Data as of 12/31/2013 Index Annual Total Return Annualized Standard Deviation Since inception (5/2/05) 5-Yr 3-Yr 1-Yr Since inception (5/02/05) 5-Yr 3-Yr 1-Yr S&P 500 Dividend Aristocrats 10.59% 20.40% 18.76% 32.27% 20.25% 18.17% 14.67% 10.97% S&P 500 7.75% 17.93% 16.16% 32.39% 21.48% 19.47% 16.60%…
Some interesting data and charts from Morgan Stanley
Julian Emanuel (UBS) predicts that the S&P 500 books another double-digit gain in 2014 and sets a year end 2014 S&P 500 Price Target of 1,950. “2014 looks to be another positive year for US equities. Our year end 2014 S&P 500 Price Target of 1,950 represents a gain of 10.1% from the current price…
The Dogs of the Dow is one of the simplest strategies to beat the market. This strategy buys and holds equal dollar amounts of the 10 highest-yielding dividend stocks of the Dow Jones Industrial Average for one calender year. After beating the Dow by 6.8% in 2011, the Dogs of the Dow underperformed by 0.2%…
The S&P 500 (SPX +0.40%) rose 7.29 points, or 0.4%, to end 2013 at 1,848.36 Tuesday. The index ended the year with a 29.6% annual gain, its biggest yearly jump since 1997. The S&P 500 gained 5 percent in the first month of 2013, logging its best January performance since 1997. Looking back, also in…
S&P Dow Jones Indices defines the dividend aristocrats as the 54 companies included in the benchmark S&P 500 (SPX) that have raised their dividend payouts every year for at least 25 years. A high dividend yield is not required. These 54 are large, blue chip companies that have historically provided (slightly) better performance and (slightly)…
http://www.crossingwallstreet.com/archives/2013/12/the-santa-claus-rally-season-is-about-to-begin.html Best time of the year Trading SPX in December
Chart on Bloomberg articles with the word “tapering or “taper”.
http://www.businessinsider.com/global-growth-map-2013-12
A survey of Tiger 21 members offers an intriguing glimpse into what millionaires do with their millions. The annual survey looks at the most valued investments and managers of Tiger 21’s 220 members, who collectively manage more than $20 billion in investable assets. Individual stock purchases were the most common public equity investment at 50%,…