Retirement investor december 2016 monthly market review on vimeo


In this update we’re going to do three things. Silver oz price First, we’re going to take a look at the big picture to see what’s been moving the market. Dow market futures Second, we’ll review the year-to-date performance of the broad financial markets, our asset allocation portfolios, and the performance of the funds within our portfolios. Convert to binary number Third, we’ll finish it off by taking a look ahead and discuss whether we plan to make any changes to our asset allocation models.

Social media is the future of marketing So let’s start by taking a look at the big picture.

The U.S. Binary star system stock market hit fresh peaks in 2016 and marked the eighth consecutive year the market has risen. Rupiah to usd I’ll never forget what market “experts” said after the 2008 financial crisis, “The days of 10% annual returns in the stock market are gone.” So what has the market returned (as measured by the S&P 500 Index) since then? It’s averaged 14.5% the last 8 years. Binary converter calculator It’s up almost 200% since January 2009.

How does the S&P 500’s return of 11.9% in 2016 compare to its historical average? Almost 2% higher. Euro dollar exchange rate today Since 1926 the index has averaged 10% a year. Usd inr exchange rate Is this what investment “experts” were expecting in 2016? Of course not. Market futures cnn money As a matter of fact, a national poll of thousands of financial advisors at the beginning of the year by Financial Advisor Magazine showed that only 12% of professional financial advisors thought the market would have a double-digit gain (meaning above 10%) in 2016. Usd cny chart Another 58% expected the market to deliver only a single-digit gain, and a whopping 30% of advisors actually expected the market to drop in 2016.

In the beginning of the year it certainly felt like that was the case. Exchange rate us canadian dollar By the middle of February the S&P 500 was down around 10% as investors sought the safety of assets with low volatility as the financial markets where concerned about the sustainability of China’s economic growth and oil prices falling to the mid-$20s. 100 aud to usd Also influencing investor behavior during the year was “event” risk with the upcoming June Brexit vote, U.S. Gold price in usa per ounce Presidential election and the highly anticipated interest rate hike by the Federal Reserve.

Then, in the second half of year we began seeing a tectonic shift of sorts following the June Brexit vote as investors expressed a thirst for riskier assets that offered higher expected rates of return. Pound to usd conversion As a result, we saw a resurgence in small cap and value stocks. Stock meaning in urdu The year ended with investor sentiment turning bullish following the November election which materially altered the direction of the markets as investors had high expectations that the new regime in Washington would produce a more business-friendly environment through deregulation and lower taxes.

So what asset class performed the best in 2016? In the U.S., Value stocks outperformed Growth stocks by a wide margin. Futures market hours of operation While the average growth stock was up about 7.5%, the average value stock was up around 18.5%. Stock market definitions terms And, in terms of performance by company size, U.S. Equity meaning in real estate Small Caps outperformed Large Caps. E mini dow trading hours That said, Large Cap Growth stocks performed the worst, returning 7% for the year, while Small Cap Value stocks returned over 24%; double the return of the S&P 500.

For those of you who have seen my live presentation called, “The Simplest Way to Increase Your Portfolio’s Performance”, you know that I talk about why you want to tilt your portfolio’s asset allocation to Value stocks and Small Cap stocks. Binary decision tree Historically, they outperform the broad market by 2% annually, which is very meaningful over time. Commodity futures market Unfortunately, you never know exactly when they’ll outperform, which is why you always want to own them. Hockey blackhawks If you told me that I could only invest in one asset class my choice would be Small Cap Value stocks.

The U.S. Pound exchange rate history stock market, as measured by the S&P 500 Index, rose in December by about 2% bringing its year-to-date return to 11.9%. Code translator Much of the U.S. Mortgage meaning dictionary stock market’s gain came in the fourth quarter following the November 8th election. Usd to nzd converter With the S&P 500 trading near 19x next year’s earnings, valuations seem a bit stretched, however, high valuations can be supported by strong corporate revenue and earnings growth…

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