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Tag: Long Term Investment Returns

5 years ago
Ron Baron: Stocks Will Double in Next Ten Years

In November, the founder of Baron Capital made headlines by declaring that the stock market would double in 10 years, according to an article in Barron’s. The article also notes,…

5 years ago
CalPERS Urged to Exceed 7% Return Projections

Concerns that municipalities won’t be able to meet pension payment requirements has led the League of California Cities to urge the CalPERS Investment Committee to think “out of the box”…

7 years ago
Investors Should Adjust Return Expectations Says Janus’ Gross

Investors have a better chance of seeing a repeat of the past 40-years on the planet Mars than they do here on earth, says William Gross, manager of the Janus…

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Recent Original Research
November 29, 2023
Optimism vs. Pessimism: Defining Your Investing Future
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Optimism is defined as the "hopefulness and confidence about the future or the successful outcome of something." Pessimism is defined as "a tendency to see the worst aspect of things or believe...
November 15, 2023
Why It’s Great to be an Investor Now...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — This may seem like a strange headline given the path of stocks over the past two years. Many equity investors, particularly in the small-cap space, are likely looking at their portfolio values...
October 25, 2023
Investing In Sectors: A Look at the 11...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — There are eleven sectors (Energy, Health Care, Consumer Staples, Technology, Consumer Discretionary, Industrials, Communication, Services, Financials, Real Estate, Utilities, and Materials) that make up the S&P 500. With over $230 billion in...
October 18, 2023
Navigating the Magnificent Seven’s Fundamentals
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Looking at Amazon, Apple, Google (Alphabet), Meta, Microsoft, Nvidia and Tesla through the lens of the guru models on Validea. What do you see when you look inside your portfolio so far...
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