Thursday, February 2, 2017

Periodic Table of Investments - 2016

2016 was a solid year for most asset classes. 26 of the 27 asset classes tracked here had positive gains for the year led by Small Cap Equities which were up 26.6% for the year. Diversified Markets Growth was the only asset class with a negative return at -3.0%. Value equity indices outperformed growth indices across the board. The Periodic Table of Investments demonstrates the importance of diversification.

On the slideshow below, you can click on different indices on the left hand side to highlight each index. You can click on the navigation bar on the right hand side to jump to different sections.

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.