The Market Week in Review

  The stock market rebounded after substantial market sell-off during the month of October as investors’ worries on rising interest rates and geopolitics subside.  However, interest rates did spike as the 10-year treasury yield jumped 13 basis points to 3.21%.  The spread between the 10-year treasury yield and the 2-year treasury yield widened by 2 basis points to 0.28%.  The price of gold was virtually unchanged at $1,234 an ounce as inflation data for the week was moderate.  The price of crude oil dropped 7.80% to $62.58 a barrel as the U.S., Saudi Arabia, and Russia made efforts to increase…

Evaluating Investment Performance – Part V

This is the fifth in a series of posts on consideration when evaluating the performance of an investment portfolio.  So far, I’ve focused on quantitative measures of investment performance.  I would now like to discuss qualitative considerations when evaluating portfolio performance.  More specifically, to what degree (if any) should the societal impact of the business activities and practices of the investments included in a portfolio be considered when evaluating the portfolio’s performance?   ESG Investing “ESG Investing” is the term that is most often used to refer to socially responsible investing, where consideration of Environmental, Social and Governance factors alongside…

The Market Week in Review

October has a reputation as the worst month for stocks because some of the stock market crashes occurred during that month.  The stock market crash that lead to the Great Depression of 1929 occurred in October of that year.  Black Monday, the great crash of 1987 occurred on October 19th and saw the Dow plummet 22.6% in a single day.   This year, October is certainly living up to its bad reputation.  Since October 1st:   The Dow is down 1,770 points, or -6.69%.   The S&P is down 255 points, or -8.76%.   The Nasdaq has fallen 879 points,…

Evaluating Investment Performance – Part IV

This is the fourth in a series of posts on evaluating the performance of an investment portfolio.  So far, we’ve focused on pretax rates of return.  Now we turn our attention to the taxation of investment returns, and more specifically, the importance of keeping taxes front and center when making investment decisions.  Investment returns are typically reported on a pre-tax basis.  Therefore, it’s left to investors to factor in taxes when evaluating how their investments are doing.  Unfortunately, this means you need a working knowledge of the laws governing the taxation of your portfolio returns.   Taxation of Capital Gains…

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