Elliot H. Kallen

Financial Planner, Wealth Manager, Registered Principal
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02/17/2019 Weekly Market Summary

Major Indexes For Week Ended 2/15/2019

 
IndexCloseNet Change% ChangeYTDYTD %
DJIA 25,883.25         +776.92         3.09         +2,555.79         10.96        
NASDAQ 7,472.41         +174.21         2.39         +837.13         12.62        
S&P500 2,775.60         +67.72         2.50         +268.75         10.72        
Russell 2000 1,569.25         +62.86         4.17         +220.69         16.36        
International 1,840.10         +35.37         1.96         +120.22         6.99        
10-year bond 2.67%        +0.04%          -0.02%          
30-year T-bond 3.00%        +0.02%          -0.02%          
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

 

 

How Long Does It Take To Be A Long-Term Investor?
How long does it take to become a long-term investor? Past performance is not a guarantee of your future results but ignoring history is unwise. According to Craig Israelsen, Ph.D., an academic whose research we license, over the last 93 years, the four major asset classes - stocks in large and small companies, 10-year U.S. Treasury bonds, and 90-day Treasury bills - through the end of 2018 offered returns and risk levels as shown. The period encompasses all of modern Wall Street history, some of the best statistics for understanding investing. Owning stock in large U.S. companies averaged a 9.99% return nominally, which is economic-speak for saying "before adjusting for inflation." ...more

02/23/2019 Weekly Market Summary
02/16/2019 Weekly Market Summary

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Market Data

Market DataBank: 4Q 2018

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elliot@prosperityfg.com

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