Remove 2000 Remove Risk Tolerance Remove Valuation
article thumbnail

Small caps: Near-term risks vs. long-term potential

Nationwide Financial

The Russell 2000® Index (which tracks small-cap stock performance) was up only 0.44%. Are the Russell 2000’s weak returns a sign of slowing economic growth, or is the recent underperformance of small caps reflecting investor sentiment about current market opportunities? times earnings over the same period.

article thumbnail

Market Correction: What It Is and Why Market Corrections Matter

Walkner Condon Financial Advisors

The index’s loss of 6.24% in 2018 was paltry compared to its 38% loss in 2008 and three consecutive double-digit down years of 2000-2002. This helps to illustrate the fact that market corrections are common over most periods of time and should be viewed as the market resetting stock valuations back to a more fundamental level.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Reasons to Include International Investments in Your Portfolio

Darrow Wealth Management

stocks that started in the early 2000s. Between 2000 – 2009, the cumulative total return for the S&P 500 was negative 9.1% From 2000 to the end of 2009, the global allocation would have outperformed by nearly 8.8% Valuations. international stocks look much more attractive on a valuation standpoint. in total.².

article thumbnail

Are Alternatives Right for Our Organization?

Brown Advisory

With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Asset allocations could change depending on risk tolerance, investment objective and assets available for investment. Source: BLOOMBERG. It is not representative of an actual portfolio.

Assets 52
article thumbnail

Are Alternatives Right for Our Organization?

Brown Advisory

With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Asset allocations could change depending on risk tolerance, investment objective and assets available for investment. Source: BLOOMBERG. It is not representative of an actual portfolio.

Assets 52
article thumbnail

Transcript: Sean Dobson, Amherst Holdings

The Big Picture

And that’s, that’s the predecessor to Amherst, which we bought in 2000 and had been running it since then. So over time, the risk composition of the pool would, would change dramatically. So think about 2003 home prices had gone up a lot from 2000. And in the 2000 at the 2005 conference, it’s kind of wild.

Banking 147
article thumbnail

The Rocket Science of Investing – Armageddon Yet to Arrive

Investing Caffeine

There can be years when stock prices do not appreciate (reference the post-2000 and post-2008 periods), however, those who wisely rebalanced and dollar-cost-averaged positions in their portfolio were handsomely rewarded for their discipline and patience over the long-run.