KirkLindstrom.com - Articles - 2015 - Year 2014 in Review                                     Subscribe to My Newsletter 
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 2014 Performance Review
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2014 global stock and bond market performance comparison

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January 1, 2015
:
   While most of the world struggled, this was another good year for the US stock market.  Below is a performance summary (before and after dividends) for the major global markets.  Below that are charts showing the information graphically over the course of 2014.

   Major Index Performance for 2014:
With dividends, my recommended funds (from both newsletters with weightings from 0 to 100%) in 2014
 
  • Europe down 8.6%
  • Emerging Markets down 4.6%
  • World up 2.9%
  • Russell 2000 up 3.5%
  • DJIA up 7.5%
  • Wilshire 5000 up 10.5%
  • S&P500 up 11.4%
  • NASDAQ up 13.4%
  •  Europe an Index down 6.6% 
  •  Pacific index down 4.5%
  •  Money Markets up 0.01%
  •  Emerging markets up 0.6%
  •  TIPS fund up 4.0%
  •  Total Bond fund up 5.9%
  •  GNMA fund up 6.8%
  •  Intermediate-term bond fund up 7.0%
  •  Wilshire 5000 fund up 12.6%
  •  S&P500 fund up 13.6%
  •  Long-term bond fund up 19.7%
  •  REIT fund up 30.3% (my best performing fund!)
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This chart shows the above data graphically over the course of 2014:

2014 Global Market Performance
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2014 Global Market Performance



January 1, 2015:   This chart shows the 2014 performance (return by day) of my newsletter explore portfolio.
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For more conservative investors who have no interest in individual stocks, I co-edit "The Retirement Advisor"  where our most aggressive model portfolio is slightly less aggressive then the "core conservative portfolio" in Kirk Lindstrom's Investment Letter."   For more explanation, see  "Kirk's Two Investment Letters - Which is Best for You?"
 
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Disclaimer:  The information contained in this web site is not intended to constitute financial advice, and is not a recommendation or solicitation to buy, sell or hold any security. This blog is strictly informational and educational and is not to be construed as any kind of financial advice, investment advice or legal advice. Copyright © Kirk Lindstrom. Note: "CORE & Explore®" was coined by and is a registered trademark of Charles Schwab & Co., Inc.