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Periodic Table for Selected Asset Classes Returns

2013-1Q2020Average 2013 2014 2015 2016 2017 2018 2019 1Q 2020 Aggregate
Blue Orbit
20.93%
Small Cap Stocks
37.00%
Blue Orbit
52.42%
Blue Orbit
30.50%
Metals & Mining
53.85%
EM Stocks
34.35%
Berkshire Hathaway
2.82%
S&P 500
28.88%
Gold
11.66%
Blue Orbit
296.60%
Berkshire Hathaway
10.79%
Berkshire Hathaway
32.70%
Real Estate
27.37%
Real Estate
0.8%
Energy
24.87%
Metals & Mining
29.57%
Gold
-1.54%
Mid Cap Stocks
28.25%
AAA
6.12%
Berkshire Hathaway
110.13%
S&P 500
10.35%
Mid Cap Stocks
32.65%
Berkshire Hathaway
27.04%
S&P 500
-0.73%
Berkshire Hathaway
23.42%
Berkshire Hathaway
21.91%
Bonds
-3.10%
Small Cap Stocks
23.72%
Bonds
4.15%
S&P 500
104.21%
Mid Cap Stocks
8.08%
S&P 500
29.60%
AAA
12.10%
AAA
-1.68%
Small Cap Stocks
19.48 %
International Stocks
21.78%
AAA
-3.51%
Real Estate
18.60%
Blue Orbit
0.08%
Mid Cap Stocks
75.68%
Small Cap Stocks
6.17%
Blue Orbit
27.97%
Mid Cap Stocks
11.49%
Bonds
-2.18%
Blue Orbit
19.35%
Blue Orbit
21.13%
Blue Orbit
-4.64%
International Stocks
-18.44%
S&P 500
-9.85%
Small Cap Stocks
54.31%
AAA
5.94%
Energy
23.93%
S&P 500
11.39%
International Stocks
-3.30%
Mid Cap Stocks
11.76%
S&P 500
19.42%
S&P 500
-6.24%
Gold
18.36%
Metals & Mining
-15.72 %
AAA
51.25%
Real Estate
0.95%
International Stocks
19.43%
Small Cap Stocks
3.53%
Mid Cap Stocks
-4.02%
S&P 500
9.54%
Mid Cap Stocks
16.51%
Real Estate
-8.02%
AAA
16.54%
Emerging Markets
-17.02%
Real Estate
7.11%
Bonds
0.56%
AAA
2.14%
Bonds
3.40%
Small Cap Stocks
-5.71%
Gold
8.69%
Small Cap Stocks
13.14%
Mid Cap Stocks
-10.64%
Metals & Mining
16.19%
Berkshire Hathaway
-17.05%
Bonds
4.13%
International Stocks
0.46%
Real Estate
-2.34%
Gold
-0.58%
Gold
-11.78%
EM Stocks
8.58%
Gold
11.41%
Small Cap Stocks
-12.18%
EM Stocks
15.43%
Mid Cap Stocks
-17.06%
International Stocks
3.35%
Gold
-0.09%
Bonds
-4.03%
EM Stocks
-4.63%
Berkshire Hathaway
-12.48%
AAA
4.17%
AAA
8.59%
International Stocks
-16.14%
Blue Orbit
12.93%
International Stocks
-18.62%
Gold
-0.63%
EM Stocks
-1.80%
EM Stocks
-4.98%
International Stocks
-7.35%
EM Stocks
-16.96%
Real Estate
2.90%
Bonds
0.98%
EM Stocks
-16.64%
Berkshire Hathaway
10.98%
Small Cap Stocks
-21.45%
EM Stocks
-12.34%
Metals & Mining
-6.32%
Metals & Mining
-17.04%
Energy
-10.56%
Energy
-23.80%
Bonds
-0.23%
Real Estate
-0.08%
Metals & Mining
-17.84%
Energy
7.82%
Real Estate
-23.84%
Metals & Mining
-37.71%
Energy
-7.96%
Gold
-28.09%
Metals & Mining
-19.81%
Metals & Mining
-41.61%
International Stocks
-1.88%
Energy
-4.06%
Energy
-20.63%
Bonds
5.49%
Energy
-36.71%
Energy
-45.20%
Blue Orbit is theRandholm & Co.'s Options Strategy.
Small Cap Stocks is theRussell 2000 Index. Berkshire Hathaway is Warren Buffett’s company. Energy is the Energy Select Sector SPDR ETF. Bonds is the SPDR PortfolioAggregate Bond ETF.
Mid Cap Stocks is theRussell Midcap Index S&P 500 represents the 500 largest U.S. companies. International Stocks is the MSCI EAFEIndex (Europe, Australasia and Far East) Emerging Markets Stocks is the MSCI Emerging Markets Stocks Index.
Gold is the SPDR Gold Shares ETF. AAA is Randholm & Co.’s Risk Parity /Permanent Portfolio Strategy. Real Estate is the Dow Jones U.S. Select REIT Index. Metals & Mining is the MSCI World Metals & Mining PR Daily USD Index.

 

 

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