The Articles below explore in depth the question of whether or not North American markets appear to offer good value or not at this time. They also explore the actual historical return of Stocks versus Bonds and Cash.
It’s would be easy to merely speculate on whether markets are fairly valued or not. But we think it’s a lot more meaningful to so some math and examine lots of
historical data before forming opinions.
| Article | Recent Update |
| Long-Term Returns to Expect from the Dow Jones Industrial Average | May 18, 2013 |
| Proof and Discussion that Large Cap. Stock Indexes can be Expected to Average around 7% annually in the long-term (Quoting Warren Buffett) | May 25, 2013 |
| Graphical Proof Of the Relationship Between DOW Returns versus Earnings and Dividends | January 20, 2018 |
| Is the Toronto S&P/TSX Composite Index Fairly Valued at This Time? | November 29, 2016 |
| Canadian Exchange Traded Funds (PE Ratios and Yields) | January 1, 2019 |
| Global / International Exchange Traded Funds (P/E ratios and price to book) | April 24, 2023 |
| What is the Fair Value of the Dow Jones Industrial Average Index? | April 16, 2017 |
| What is the Fair Value of the S&P 500 Index? | November 26, 2023 |
| How Do Stock Returns Compare to Bond, Cash and Gold Returns? | October 14, 2023 |
Special Report on Asset Allocation in Retirement – Actual Data |
April 2012 |
| Special Report on Asset Allocation During the Savings Phase | April 2012 |