Cien años de Bolsa (2026)

For any good stock market investor, there are three essential annual information/events: the Berkshire Hathaway (Warren Buffett) annual card, the annual Fundsmith stock exchange, and UBS Global Investment Returns Yearbook (before Credit Suisse did).

The suizo bank yearbook is unmissable as it has a very useful large square size at the moment financial markets, therefore, in this article we will try to highlight some of the most important graphic elements from the latest study so that you can refer to it as a quick reference guide.

In the last two years between 1900 and 2026, countries’ pesos in the world market have changed significantly: the United States has moved to almost two-thirds of the market (62%), although its GDP represents a quarter of world GDP (around 26%).

This difference is logical, because all the world’s leading companies boast the main companies of the planet and those who bring the most value in all cases. sectors and especially in the technological sector.

However, the breakdown of the case is not heard. It weighs a little more than 3% of the global stock market, but equals 17% of the global market at PIB. This imbalance will be corrected and right here one of the great opportunities you have in the market.

Spain doesn’t appear in the graphics and you don’t expect it. Nevertheless, there are very few innovative industries represented in our bag. No wonder the Spaniards send all the cases to the thieves. In this way, many people will follow our selection as desired:

Lack of sector presence growth With ibex, this is not only a problem here, but common in Europe. Next, compare the pesos of different economic sectors in the wallet and reflect how they differed in more than one symbol. El Reino Unido can serve us as proxy old continent.

In both regions (since 1900), the leading sector was the railway, nothing else in the area. However, now the leading sector in EEUU is technology. In the UK (and Europe) the weight of this sector is minimal:

Flipping the bag is a short-term risk, not flipping the bag is a big risk. Einstein summoned the most powerful force in the universe (profitability over profitability gained in previous and subsequent years) in his own interest.

The US stock market is the absolute world benchmark and has provided an average annual return of 9.8% (6.6% after inflation) since 1900.

Will you keep the money spent in your checking account? 9.8% over many years is barbaric. Example: you are 30 years old and able to invert 250 euros per month in your wallet, when you are jubilee at the age of 67 and have accumulated cases of 1,000,000 euros. After reading this, plantéate you will follow by removing money:

Observe the difference between keeping money in your wallet or losing value in your checking account (negative income through inflation) in this graphic from Charlie Bilello. In the last 30 years, the wallet allowed you to multiply your capital by 10, while in the current account you lost more than half of its value:

We see the annual income in real terms (after subtracting inflation) from the stock market, bonds and Treasury bills in various countries. South Africa, Australia and the United States lead the market classification. In the country it is Belgium, Italy and as a farolillo rojo Austria (España is not much of these three nations):

We can consult the details in this table. We say that the average annual return on the stock market is 9.8% (6.6% in real terms). This means that the US stock market will triple its average inflation (clearly, it is the stock market that really allows you to avoid the loss of purchasing power that generates prices).

In the case of Spain, the average annual return in real terms on the stock market is three percentage points lower: 3.7%. The markets that appear at the bottom of the table appear to be more rentable, but this is because they were born later and did not suffer the effects of the 29 crash.

Many people believe that good things are safe. Despite the embargo, the EEUU suffered losses of up to 50% due to inflation. Stocks fall more heavily in the short market (up to 80% in the crash on the 29th), but historically their real value has recovered faster than rent:

In this first tabla de JP Morganwe can track 2016 earnings from different activity classes and styles:

And here is the profitability of the world’s major exchanges:

You will never buy them in the least accurate way, nor sell them in the most perfect way. It’s not a tragedy. The result depends entirely on how much disappointment you maintain with short-term fluctuations.

Peter Lynch said, “Everyone in the world has the intellectual ability to make money in their wallet, but not everyone in the world is brilliant.”