April 7, 2012

Two important analysis articles are updated for 2011 year-end data.

The first shows what happened to portfolios  for all the possible 30-year savings periods from 1926 to 1955 all the way to 1982 through 2011 invested in either 1. 100% U.S. stocks (S&P 500 index fund in non-taxable account) or 2. Invested 60% in stocks, 35% in corporate bonds and 5% in cash.

The second shows what happened to one million dollar portfolios for all the possible 30-year retirement periods from 1926 to 1955 all the way to 1982 through 2011 invested in either 1. 100% U.S. stocks (S&P 500 index fund in non-taxable account) or 2. Invested 60% in stocks, 35% in corporate bonds and 5% in cash.

Barry Critchley at Financial Post has written an article about how the Ontario Municipal Employees Retirement System sold shares in Constellation Software and yet for some reason Constellation agreed to pay some of the costs. I had mentioned the situation to Barry Critchley. It’s not a big deal at all but it seems like a big shareholder took advantage of the little guys here.

 

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