Chart of the Day: Time is Your Friend

Today’s Chart of the Day was sourced by my Crews Bank & Trust colleague, Jackson Garner, Trust Relationship Associate, from a research paper called, “Underperformance of Concentrated Stock Positions” written by Antti Petajisto at MIT in 2023.

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Lesson of the Day: Financial Theory of Inflation's Effects on Real Assets

Financial theory says that when there is unexpected inflation, monetary assets (things that use dollars to satisfy contractual obligations, such as bonds, loans, and cash) are going to decline in value. The theory also states

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Chart of the Day: 80% Less than $100,000

Today’s Chart of the Day shows how much American families have saved for retirement. Notably, 50% have $0 saved and just under 80% have less than $100,000.

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Chart of the Day: 19 Good to Only 3 Bad

Today’s Chart of the Day was sourced by my Crews Bank & Trust colleague Jackson Garner, Trust Relationship Associate. The chart is from YCharts, an investment monitoring software we use.

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Chart of the Day: Buy Low Or ?

Today’s Chart of the Day was prepared by Yahoo Finance with data from Fannie Mae, a government-sponsored agency that allows mortgages to be traded between investors.

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Chart of the Day: Ages 86 and 89

Today’s Chart of the Day from Vanguard shows that the average lifespan once someone reaches the age of 65 is 86 for men and 89 for women.

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Chart of the Day: 90 Years and 15 Presidents

Happy New Year! With 2024 being a presidential election year, today’s Chart of the Day is from Capital Group and shows the hypothetical growth of $1,000 invested in March 1933, when Franklin D. Roosevelt was first inaugurated.

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Chart of the Day: A.I. vs. the Market

Today’s Chart of the Day is from Dimensional Advisors

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Chart of the Day: 18% and 18 Years

Today’s Chart of the Day comes from S&P Dow Jones, which just celebrated 20 years of tracking market metrics, and shows only 18% of stocks outperformed the average during that time.

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Chart of the Day: Heading South

Today’s Chart of the Day from Apollo shows migration during the pandemic. Florida and Texas gained 800,000 people, including 750,000 who moved from Illinois, New York, and California.

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Chart of the Day: Age to Retire of 61

Today’s Chart of the Day from a Gallup Survey shows that the retirement age of 61 has not materially changed over the last 20 years.

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Chart of the Day: Tipping of 15%

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Chart of the Day: Stocks From 1824 to Today

Today’s Chart of the Day comes from Bank of America research provided by Ibbotson, which is an investment research company. It is a nice follow up chart to the View from the Top of the Hill presentation we recently provided.

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Chart of the Day: Buy the Dip

Today’s Chart of the Day comes from Vanguard, and though it is not true in all cases, it is true in most, that since 1980 the best time to buy is right after a sharp decline in prices.

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Chart of the Day: High Price to Pay

Today’s Chart of the Day from Bank of America Equity & Quant Strategy shows the price you pay for future earnings explains 80% of the returns for the next 10 years.

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