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Chart of the Day: Stocks vs. Bonds in the Long-Run

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Jan 17, 2024
stocks in blue, bonds in orange

Contents

Today’s Chart of the Day is from an article called, “Stocks for the Long Run? Sometimes Yes, Sometimes, No.” by Edward McQuarrie from Santa Clara University in November 2023. It shows the stocks, blue, versus bonds, orange, advantage over 10-year holding periods going back to 1802.

A few things to note:

  • Yes, stocks have outperformed significantly more than not, but there have been numerous 10-year timespans that they did not, which supports the thought, "If you think you need cash within the next 10 years, having some level of bonds is advisable, so you do not have to sell stocks at a loss when they are down."
  • Why have stocks outperformed bonds since WWII? Tremendous advances in science and technology. These advances have propelled society forward and those who took the risks to fund these endeavors did so through their investment in the stock market and were rewarded for it.
Chart of the Day

About the Author

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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Chart of the Day: Time is Your Friend
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Chart of the Day: Safe Withdrawal Rates

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