Thursday, March 17, 2016

Periodic Table of Investments - 2015

2015 was a down year for a lot of asset classes. Returns for the year ranged from 4.4% for Large Cap Growth stocks to -18.6% for Emerging Markets Value stocks.

The Periodic Table of Investments demonstrates the importance of diversification. The chart shows annual returns for the last 20 years for different asset classes. The Asset Classes are ranked by return each year going from the best at the top of the chart to the worst. Clicking on the index name on the left hand side will highlight the returns for that index for each year. There is also a navigation bar on the right. 

The first section shows 15 different Equity Indices comparing Value and Growth returns. The second section shows 11 different Bond Indices as well as REITs.

Diversification does not guarantee a profit or eliminate the risk of experiencing losses. All information, data and analysis provided by this website is for informational purposes only and is not a recommendation to buy or sell any security.  The information on this website is provided “AS IS” and without warranty of any kind, either expressed or implied.  Although North Star Capital Management, LLC (North Star) believes the information provided by this website to be accurate, we do not guarantee its accuracy.

It is important to note that using charts and graphs to help make investment decisions has many limitations.  Economic data is often revised after the fact.  The market is forward looking and anticipates future events.  The unexpected can and will happen.  The market is continually changing.  The conditions of the past are different from the present. 

North Star does not provide investment advice through this website.  Investment advice should be tailored to meet an individual's risk tolerance and objectives.  Before rendering advice, North Star will always provide North Star’s Part II of Form ADV Brochure, help the client prepare a Client Investment Policy Statement and require execution of an Investment Advisory Agreement.  A copy of our brochure and privacy policy is available on request.  Nothing on this website should be interpreted to state or imply that past results are an indication of future performance.