Tag Archives: DJIA history

May 25, 2021

Something New with Something Old: DIY DJIA®

The growth of index funds has, in the main, helped to lower the costs and improve the performance of the average investor’s portfolio. Now, some are seeking to improve upon even the relatively low costs of conventional index funds via so-called “direct indexing”, by which investors purchase securities to match an index themselves, disintermediating the…

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May 24, 2021

How Now The Dow?

The Dow Jones Industrial Average® (DJIA) will celebrate its quasquicentennial on Wednesday, which marks exactly 125 years since the index’s first publication. Before one of the world’s most watched and widely cited benchmarks hits this milestone, here is an overview of “The Dow®,” including its origins, what has stayed the same over the years, and…

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Jan 3, 2018

It’s a New Day

Yesterday, the first markets day of the New Year, the Dow Jones Industrial Average® continued its advance, finishing up 104.79 points for a 0.42% gain. How does that stack up against the post-holiday return to trading in prior years? Meh…it was nothing special. Not to look a gift horse in the mouth, mind you. A…

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Nov 27, 2017

Why Does Sequence of Returns Risk Matter for Retirement?

Sequence of returns (SoR) risk refers to the situation when the market experiences random movements in such a way that returns are not uniformly distributed. For example, in the 32-year period from 1966 to 1997, the DJIA had an annualized return of 8%. However, the returns were not evenly distributed over time. For the first…

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