Important Note

You are now leaving the Strong Valley Wealth & Pension, LLC ("Strong Valley") website. By clicking on the "Schwab Alliance Access" link below you will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Strong Valley or any advisor(s) whose name(s) appears on this Website. Strong Valley is/are independently owned and operated. Schwab neither endorses nor recommends Strong Valley. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Strong Valley under which Schwab provides Strong Valley with services related to your account. Schwab does not review the Strong Valley website(s), and makes no representation regarding the content of the Website(s). The information contained in the Strong Valley website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Article

Percentage of Individual Tech Stocks that Lost Money

Percentage of Individual Tech Stocks that Lost Money

Overview data shows individual tech stocks verses tech mutual funds and ETFs, and the surprising number of individual tech stocks that lost money over the last 5 years. Also a look at the highest correlation between stocks and bonds in history, along with capital gains exposure, bond performance, and alternative funds compared to traditional asset classes with inflation.

July 2, 2024
Percentage of Individual Tech Stocks that Lost Money
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Other content you may like

  • February is a Great Time to File Your Taxes

    February is a Great Time to File Your Taxes

    February 6, 2024
    Here are tax tips to help you make sure your money is working for you, not Uncle Sam. The first step is to start filing as early as you can, making February a great time to receive a refund quickly. There are other options outlined if you owe taxes or cannot make the April 15th deadline, along with ideas on how to avoid penalties and fines.
    Read this Article
  • Market Performance and a Recession Indicator

    Market Performance and a Recession Indicator

    December 1, 2022
    U.S. stocks historically average 10% per year but rarely do they finish a year at that level. See the difference between the average annual return and what happened to stocks YTD in 2022 by looking at the range of returns for stocks by the full calendar year. A quick glance at the most reliable recession indicator and how alternative asset classes do better when the return on “cash” is higher. Plus stats on market performance.
    Read this Article

  • Year-End Charitable Giving Strategies

    December 11, 2024
    Charitable giving should be integrated into overall wealth management, with careful planning and an advanced strategy to make a more meaningful impact. There are also unique opportunities for high-net-worth individuals to maximize the impact of their contributions through these four popular strategies.
    Read this Article
  • What Should You Do as Markets Flirt with Bears?

    What Should You Do as Markets Flirt with Bears?

    May 24, 2022
    Market declines should inform – not drive – your asset allocation decisions. Does it matter if the S&P 500 is down 19% versus 21%? Both scenarios probably leave you feeling anxious and you’re sure not alone. It’s times like this that perspective is important. This article examines the last time the S&P 500 was in a bear market and a little history of other past bear markets.
    Read this Article
    • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    No, stay on StrongValley.comContinue to link
    phone-handset