Each month-end we publish total return data for various investment market indices, as well as a composite portfolio return benchmark for model portfolios of three different asset allocations. These may be useful guides to reasonable performance of your own portfolio or its components.
Click to view the Index Return Table.
Click to view the Portfolio Benchmarks.
Portfolio manager Ben Carlson reviews various past bear markets and their performance in the years following. He acknowledges the discomfort and pessimism that usually come with bear markets: “It doesn’t take a genius to point out the bad stuff today. Being bearish is easy right now.”
He also argues that being bullish for the long term is supported by history, even if you may still be bearish in the short term: “The stock market doesn’t fall 25-30% or very often and when it has in the past it’s provided solid returns when your time horizon is measured in years as opposed to days or months.”
He reminds us that very single bear market in the history of U.S. stocks has resolved to new all-time highs eventually, and that buying stocks when there is blood in the streets is generally a wonderful idea historically speaking.
https://awealthofcommonsense.com/2022/10/getting-long-term-bullish/
CIBC chief economist Avery Schenfeld provides this 4-minute video summarizing his economic outlook. A recession is likely on the horizon but markets have already priced in some slowing. “We’re still hopeful that…two years of minimal economic growth as opposed to an outright deep recession is possible. The central banks are right now still in the process of finding out what interest rate it’s going to take in order to get us there.”
Each month-end we publish total return data for various investment market indices, as well as a composite portfolio return benchmark for model portfolios of three different asset allocations. These may be useful guides to reasonable performance of your own portfolio or its components.
Click to view the Index Return Table.
Click to view the Portfolio Benchmarks.
Each month-end we publish total return data for various investment market indices, as well as a composite portfolio return benchmark for model portfolios of three different asset allocations. These may be useful guides to reasonable performance of your own portfolio or its components.
Click to view the Index Return Table.
Click to view the Portfolio Benchmarks.