Return data from 1926 to 2021. Portfolio Mix Average Annual Return Best Year Worst Year Years with a Loss 100% bonds 6.3% 45.5% (8.1%) 20 out of 96 80% bonds and 20% stocks 7.5% 40.7% (10.1% ...

Analysts at Jefferies see ripe conditions for another stock-market rally ... that preceded broad market rallies in 2013, 2017 and 2021. Before digging into the earnings projections and previous ...

It only reached similar levels in 2021 and leading up to the dot-com bubble at the start of this century. Over the past 10 years, the figure has averaged around 18x. Another fear is the high ...

Cole took over in mid-2021 and lowered the number of holdings in the portfolio to roughly 75-125 stocks, which was much less than his predecessor’s 125- to 150-stock portfolio. He also ...