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

  • Adam Tirapelle Inducted into Hall of Fame

    Adam Tirapelle Inducted into University of Illinois Hall of Fame

    September 20, 2021
    Strong Valley congratulates Adam Tirapelle for his induction into the University of Illinois Hall of Fame! His many achievements as a college athlete, as a coach, and as a professional demonstrate Adam’s commitment to hard work and achieving success. Way to go Adam!
    Read this Article

  • Historic Dips in Bonds

    October 31, 2023
    Along with an October recap, team members Adam Tirapelle and Jason Rankin explain what’s happening with down bond returns and the history with bond returns using data going back to 1928. They also clarify drawdowns and the feeling they evoke, along with Housing, Cash Concerns and the effects of Global Events on the Market.
    Read this Article
  • 12 Estate Planning Must-Dos

    12 Estate Planning Must Dos

    September 20, 2023
    With all the considerations involved with estate planning, you may feel that the documents you executed years ago are more than enough. Yet circumstances change and life moves much quicker than we all expect. It’s important to have your estate documents reviewed by an estate attorney every 10 years or so. Here are 12 points that you should cover in your review.
    Read this Article
  • Prepare for Long Term Care this New Year

    Prepare for Long Term Care this New Year

    December 26, 2022
    What’s your New Year’s resolution? It’s typically a great time to reflect on changes you want or need to make in your life. Although it’s not easy to think about the possibility of your own failing health or that of someone you love, avoiding the topic isn’t the answer. It’s important to have a long term care plan in place, before you need it, to preserve your family’s assets and have more long term care options.
    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