Average Net Buying (Selling) of U.S. Single Stocks by Institutional and Private Clients
Average Net Buying (Selling) of U.S. Single Stocks by Institutional and Private Clients Can tax-loss harvesting improve investor returns? Image: BofA Securities
Average Net Buying (Selling) of U.S. Single Stocks by Institutional and Private Clients Can tax-loss harvesting improve investor returns? Image: BofA Securities
S&P 500 3-Month Return Dispersion Return dispersion remains below the long-term average. Image: Goldman Sachs Global Investment Research
Returns for Portfolio of 25% in Global Equities, Bonds, Commodities, Cash A diversified portfolio of 25% in global equities, bonds, commodities and cash is annualizing a 16% return, well above the historical average. Image: BofA Global Investment Strategy
20-Year Annualized Returns by Asset Class The average American investor still underperforms the market over the long term, generally due to panic selling, emotional biases, the herding effect and lack of diversification. Image: J.P. Morgan Asset Management
% of Stocks Above 50-Day Moving Average When S&P 500 At Record Narrow breadth in S&P 500 could suggest below average market returns. Image: Bloomberg
Returns – G7 + China Free Liquidity and MSCI ACWI (Leading Indicator) Global free liquidity continues to rise. When global free liquidity is above 10%, equity markets tend to perform well: the average next 12-month return is 23.4% with a hit ratio of 100% since 2009. Image: BofA Global Research
Small Cap Stocks – Russell 2000 Total Return Bases on President/Congress Since 1979 Historically, small caps’ highest average returns have been in period of Democratic President with a Democratic Congress. Image: BofA US Equity & Quant Strategy
S&P 500 – Return vs. Volatility Despite above average volatility, the coronavirus pandemic drove strong market gains in 2020. Image: Fidelity Investments
S&P 500 Average Performance through the Presidential Cycle 1872-2020 Historically, S&P 500 returns have been much better when a Democrat held the presidency. Image: BofA Global Research
Seasonality – S&P 500 60-Day Rolling Forward Return On average, July 31 marks the start of the worst 60-day stretch for the S&P 500 since 1990. Image: Morgan Stanley Research