Tag Archives: performance

Stretch Your View and Grow Your Wealth

Posted on August 12, 2010 by BH&J

Over the past 10 years, bonds have built a meaningful lead over stocks when comparing returns. But how often have bonds outperformed stocks over various historical periods, through all sorts of crises, political changes, recessions, etc.? Consider the graphs below … Continue reading →

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Investor behavior is more important than investment performance

Posted on April 21, 2010 by BH&J

The research firm, Dalbar, studies the actual returns that average investors have earned compared to average market returns. The results rarely change. Investors, even if they attempt to diversify by spreading money across different global asset classes, poorly time their … Continue reading →

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Important considerations about dividend-paying stocks

Posted on March 1, 2010 by BH&J

News about dividends in the past year has mostly been negative. The number of U.S. companies decreasing dividends in 2009 was the highest since 1955. According to Standard & Poor’s, 804 companies reduced their dividend payouts by over $58 billion. … Continue reading →

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Lowest quality stocks and bonds lead recovery; higher quality investments better place to be now

Posted on January 26, 2010 by BH&J

Among the astounding aspects of the market’s recovery since March 2009 has been the huge disparity in performance between low-quality and high-quality investments. Consider this chart produced by Russell Investments. It demonstrates the relationship between the quality of publicly traded … Continue reading →

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Should you follow the money into bonds?

Posted on December 17, 2009 by BH&J

Gary’s monthly column in The News Tribune was published today. It reviews cash flow into and out of mutual funds and what that tells us about investor psyche. Despite a rapid global stock market rally, dollars are still flooding out … Continue reading →

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Stocks or Bonds for the Long Run?

Posted on October 19, 2009 by BH&J

With the S&P 500 having posted a 60+% gain between March 9 and October 19, many people have begun to wonder whether stocks will continue to be a better bet than bonds when this rapid rally slows. Many sectors of … Continue reading →

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