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Home > Blogs > Charts for a better perspective

Charts for a better perspective

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Submitted by Your Personal CFO - Bourbon Financial Management on November 10th, 2019

The BFM team wishes you and your families a Happy, Healthy, Prosperous, and Fulfilling New Year!
 



Charts to Give You a Better Global Perspective After the Worst December



I. Stock markets performance update: 2018 was not a good year

II. U.S. Stocks and the S&P 500 Index: December 2018 was the worst December

III. Valuations: getting better

IV. Economy: a recession in 2020-2021?





I. Stock markets performance update: 2018 was not a good year



World Markets in 2018 as of Decemeber 31.png

2018_A Historically Bad Year.png

ETF Total Returns Since 2008.png

Record Share of Asset Classes Posting Negative YTD Returns Since 1905.PNG

Global Equity Total Returns.png

Asset Allocation Since 2004.png


Comparing Major World Indexes Since March 9, 2009.png


Regional Returns.png

Comparing Major World Indexes Since January 2000.png

MSCI All Country World ex US and S&P 500 Indices Since 1997.png

Rolling 10-Year Relative Returns Since 1979.png




II. U.S. Stocks and the S&P 500 Index: December 2018 was the worst December



S&P Composite Index.png

S&P500 Annual Percent change.png

S&P 500 Down December and Worst months Since 1928.png

S&P 500 IntraYear Declines vs Calendar Year Returns Since 1980.png

S&P 500 Maximum Intra-Year Year Drawdown Since 1928.png

S&P 500 Percent Off High Since March 9, 2009.PNG

S&P 500 Bear Markets Since 1929.png


S&P 500 Total Returns Since 1928.png

S&P 500 Bull And Bear Markets And Corrections.png

Cumulative Price Return for Each Bull and .png

Cumulative US GDP for Each Expansion and Recession Since 1950.png

Bull and Brea Market Averages Since 1900.PNG

Bear Markets Generally Occur Every 4 to 6 Years 1966-2017.PNG






III. Valuations: getting better



S&P 500 Index Forward PE Ratio Since 1994.png


S&P500 Reported Trailing.png

charts for a better perspective 2.jpg
S&P Historical Composite_1871-Present Inflation-Adjusted Regression Channel Since 1870.PNG

Global Earnings and Valuations.png
charts for a better perspective 1.jpg
Stock Market Capitalization Ratio.png






IV. Economy: a recession in 2020-2021?




Length and strength of economic expansions since 1900.png

The Conference Board Leading Economic.png

U.S. dollar in historical perspective.png


Growth of $1 past Crisis 1930-2002.PNG

Cryptocurrency.png

 

is your portfolio recession proof 10.png

 

 

This newsletter was first published in January of 2019

https://mailchi.mp/bourbonfm/charts_for_better_perspective-1189517?e=3d347df708