A 360 View of Returns (July 2008)

When we discuss portfolios with our clients, we use the type of information provided in the tables below, and other information, as background to provide wide perspective on the current state of the markets.  You may find them useful in your own deliberations.

The first table is a list of representative funds for major categories:

US stocks (IWV)

Non-US developed stock markets (EFA)

Non-US emerging stock markets (EEM)

US equity REITs (VNQ)

Global commodities (DJP)

Aggregate US bonds (ex munis) (AGG)

US intermediate Treasuries (IEF)

Each table is sorted by 1-week returns, and presents 1-week, 3-month, YTD, 12-month, and 3-year returns.

click images to enlarge

This table presents a variety of bond funds by maturity and credit quality.

This table presents US and global stock sectors.

This table presents US stocks by market-cap and style (large-cap, medium-cap and small-cap; in both value and growth styles).

This presents all or most of the investable country funds available to US retail investors.  Some are multi-country, such as TRAMX, which is mostly Gulf Cooperation Council Countries (mostly U.A.E.), and the Vanguard Total World fund.

This presents domestic and international real estate funds, including domestic funds by property type.

This presents commodities funds based on several key indices, and funds based on narrowly focused commodity sub-indices. For some, such as solar, wind, nuclear and coal, funds of related stocks are presented (plus Cameco and Peabody as pure play uranium and coal companies respectively).

This presents single currency funds and Dollar Index funds.

Comments

[phdinsuntan...:]

very good job Richard, it gives a sectoral - global view, I learned a lot with the summary! Challenging times

2008 Aug 05 04:56 AM

[granger:]

Thank you, very helpful.

2008 Aug 06 04:05 AM

[apeakay:]

Finally, a universal overview that gives the reader direction for areas to research for future investment. Great job!

2008 Aug 06 09:24 AM

[watertanker:]

job well done and very easy to follow

2008 Sep 06 03:46 PM