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…

The Market Week in Review

The stock market was little changed over the week as investors are conflicted over strong corporate earnings and rising interest rates.  That said, the 10-year treasury yield continues to rise and finished the week 7 basis points higher at 3.20%.  However, the spread between the 10-year treasury yield and the 2-year treasury yield was nearly unchanged at 0.30%.  The price of gold and crude oil both saw a moderate increase, with gold rising roughly 0.37% to $1,229.60 an ounce and crude oil rising roughly 0.76% to $69.27 a barrel.  The U.S. dollar index rose from 95.33 to 95.68.   Index…

The content found on this website is for informational purposes only and do not necessarily reflect the opinions or views of The Milwaukee Company or its employees. Nothing presented on this website should be regarded as investment advice or as a solicitation for the purchase or sale of any security or investment or the provision of investment advice.  Visitors to this site should conduct their own independent research before acting on any information found on this site.