Reinvested Wilshire REIT Index Calculator

On this post is a calculator which allows you to estimate the returns on money invested in the Wilshire REIT Index, an index comprised of American Real Estate Investment Trusts. It generally approximates the returns of large commercial and industrial property REITs, and it our first calculator targeted at returns in that area. (See our calculator … [Read more...]

A Longer Run, Zoomed Out Comparison of the NASDAQ during the Tech Bubble vs. the Shanghai Composite in the Present Day

In response to a couple requests, I decided to extend our recent comparisons of the NASDAQ and Shanghai Composite over a longer timeframe.  It is, of course, arguable that the Shaghai Composite is a "bubble popping event" - we can only claim that sort of thing in retrospect.  But in the present, we can say with confidence that it certainly 'looks … [Read more...]

More on the Shanghai Composite and its Similarities to the NASDAQ Around 2000

In our last piece, we discussed how the Shanghai Composite, the most watched stock index in China, was looking a little too similar to something we've seen in our (collective, unless you're 14) lifetime:  the collapse of the 2000 NASDAQ Technology Bubble.  It was a sloppy first cut - not normalized to anything, and we ended up with separate graphs … [Read more...]

How Does the China Stock Market Compare to the United States Technology Bubble?

Ever since China's stock market started to swoon 28 days ago, I've wondered what a good comparison for it was - I'm gathering information on the parallels between China's market and other market history, but I wanted to share a quick cut using closing prices on a subject many of us our familiar with.  Since it's information reasonably fresh in my … [Read more...]

A Calculator for the Cyclically Adjusted PE Ratio (CAPE) – in Any Timeframe!

The Cyclically Adjusted Price to Earnings Ratio, also known as CAPE or the Shiller PE Ratio, is a measurement conceived by Robert Shiller which adjusts past company earnings by inflation to present a snapshot of stock market affordability at a given point in time. This calculator takes Shiller's initial calculation of a 10 year period on the … [Read more...]

Inflation Expectations and Yields Take a Turn

This is a series we revisit pretty often because... well, it's so interesting.  As we've pointed out in the past, you can get pretty-much-realtime estimates about the market's inflation expectations by subtracting the yield on inflation adjusted instruments from the yields on treasuries.  That, of course, leaves you with 'expected CPI', which is … [Read more...]

Don’t Take All Your Investing Cues from What’s Popular

Let's have a psychology discussion today. While we're sure that you can find many blogs telling you not to invest in things just because they are currently popular - stocks, real estate, whatever - we want to touch on the emotions that investing can induce, especially in times of volatility - and especially for those of us who try to 'beat' the … [Read more...]

A Periodic Reinvestment Calculator (With Dividends!) for the S&P 500

This article links to a calculator which allows you to run through investment scenarios on the S&P 500 based on historical data. It includes dividends paid, dividend taxes, capital gains taxes, management fees, and inflation. It allows you to modify all tax and fee fields to model custom scenarios, such as investing in tax free accounts or … [Read more...]

Inflation Adjusted Palladium Investment Return Calculator

On this page we present an automatically updating (daily) palladium return calculator. Enter any two dates since April 2nd of 1990, and we will compute the annualized and total returns on money invested in palladium between those two dates. We also will automatically adjust the quoted returns for inflation, optionally, if you choose the "Adjust For … [Read more...]

How Much Did You Save in 2014? (Part 2)

With my colleague PK writing about his 2014 savings rate, I thought that I would chime in as well. Using a loose definition of savings, where principal pay down of debt is included in the numerator, I have an after-tax savings rate of 53.42%. Without including principal paydown of debt, my strict savings rate would be 31.76%. A Note on … [Read more...]