Private Investment

• Statistik

• Rig Count (OIL / business barometer)
• Tagesschwankung Dow Jones (B. Mandelbrot)
• expected return (annualized) S&P 500
• Anlagezeitraum Aktien (etc.), Interaktiv/Rendite-Risiko-Radar
• MSCI Indizes (Aktien p.a. 1989 bis 2014)
• Gesundheitsausgaben (in % vom BIP)
• Just for the records (1st EOW 2016)
• Worst start ever into a new year...
• China Exports (New Year - effect)
• St. Patrick's Day (17th March 2016)
• Umlaufrendite/Staatslanleihen (Historie)
• Momentum Sectors (Quarter), S&P 500
• Baltic Dry Index (All-Time-Low Feb. 2016)
• Absolute Return vs. Warren Buffet, Ray Dalio
• Dividend-ETF (vs. S&P 500), period: 2006 - 2015
• S&P 500 Streaks w/o 1%-drop
• Selected Hedge-Fund performance (2015)
• Mittelschicht-anstieg 2016 bis 2030!
• S&P 500 possible Forecast 2016 - 2022
• 5 Vorsorgetypen in Österreich
• Carl C. Icahn (Investor)
• US-population 1950-2016
• US-New Home Sales
• Snapchat versus Facebook
• Aktien versus DE-Umlaufrendite
• Top Brandz (June 2016)
• Rolling Returns 12 months & S&P 500
• Indien & China (Mittelschicht-Anstieg)
• America is no longer No. 1 for HNWI
• Pensionskassen Österreich (Ergebnisse 1991-2015)
• Banking in the US / Net Interest Margin & 10YR-US-Treasuries
• Fund Flows (Tailwind for stocks ?!), Nov./Dec. 2016
• The Majority of the World’s Population (year 2016)
• Wertvollste Unternehmen der Welt (2016)
• Pareto Principle (in Dividend Investing)
• Remember the Big Bull Markets (50s, 90s)
• Langfrist-Ansparen (Investieren)
• DAX - MATRIX (Geburtsjahr - Feb. 2017)
• DAX vs. Dow Jones Ind. Average (2000-Jan. 2017)
• DAX-Jahresrenditen (1991 - 2013)
• 72er-Regel (Verdoppelung)
• 40 Jahre sparen (gar nur 50 Euro p. Monat)
• Economic Confidence Model
• Bullenmärkte seit 1926 (inkl. "Dips")
• US Stockowners fearful (not greedy)
• Stock Market Returns (Rolling Periods)
• Tagesgeld und Inflation
• Stock Market Returns (Decades)
• Künstliche Intelligenz (2017 bis 2025)
• Network effect
• The World's Wealthiest Cities
• Autonomous Driving (Status: year 2017)
• Inflationszahlen Österreich (1900 bis Dez. 2016)
• Investieren über Sparpläne (langfristig !)
• Die 72er-Regel (der Zinseszinseffekt)
• The exponential function
• Zinseszins (Beispiel über 40 Jahre)
• Scary months (Dow Jones Stats)
• Globale Mittelschicht (rapider Anstieg)
• "Singles Day" (Nov. 2018)
• S&P 500 Rollierende Renditen (Rolling Returns)
• Kindergartenbörse 1982 bis 1999 (vs. post-2k)
• Fibonacci & Warren Buffet (age 14 - 83)
• Life of PHI ("vermessene" Schönheiten)
• Quantitative Momentum (Quarter-ending months)
• 1928 - Nov. 2019 (nearly +10% p.a.)
• Investing: Starting early!

S&P 500 yearly returns 1980 - 2014

US-Stock-Market-Returns (S&P 500) were positive in 27 out of the last 35 years (timespan: 1980 - 2014)! Out of these 27 years a positive return of at least 20% has been achieved in 12 years. Status of annual return overview: 25th Aug. 2015.

please check out the UPDATED! whole presentation (as per Nov. 2015) here: https://www.jpmorganfunds.com