The DASH

A bit of free stuff from Sungarden. Updated every Wednesday.

Latest Sungarden Headlines

Our word gets around. Here’s a summary.
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Rob's tweet
After past 48 hours (Fed taper,  jobs report), a summary current market story:....
Published on November 5, 2021
Article
Bond Investing May Be Losing Your Clients Money
Published on November 22, 2021
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Article
Is Your Portfolio Keeping Up This Year? Here’s How To Tell.
Published on October 11, 2021
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Podcast Interview
Nearly all dividend stocks are 'way overpriced' now
Published on September 16, 2021

Investment Climate Indicator™

The "ICI" is like a market weather forecast. Every investment has the potential to increase in value at any time. But how much risk are you taking to pursue that return? We analyze that tradeoff for the global investment markets, and summarize it in a single picture.
Very Bearish
Stormy
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Bearish
Rainy
Neutral
Cloudy
Bullish
Partly Cloudy
Very Bullish
Sunny
Current Reading

Take Risk Off This Table!

How have different investment risk levels performed over time?
Risk-Adjusted Benchmarks
Symbol
YTD Total Returns
Annualized All Time Total Returns
Annualized Standard Deviation
Dividend Yield
Max Drawdown
iShares Core Aggressive Allocation ETF
AOA
13.98%
11.38%
13.94%
1.48%
28.38%
iShares Core Growth Allocation ETF
AOR
10.04%
9.40%
10.20%
1.52%
24.44%
iShares Core Moderate Allocation ETF
AOM
6.26%
7.09%
7.36%
1.52%
16.90%
iShares Core Conservative Allocation ETF
AOK
4.29%
6.00%
5.54%
1.56%
14.55%
Inception Date: 11/4/2008
Data through: 10/29/2021

Cycle of Market Emojis

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Current Reading: Complacency

Where Are You In The Investor Learning Curve?

The Investor Learning Curve™ quiz coming soon
The Investor Learning Curve

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