- Value of $100,000 invested in the S&P 500 on Jan 1, 1973:
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- 3 Months later: $95,120
- 6 Months later: $89,631
- 9 Months later: $93,951
- 12 Months later: $85,345
- 1 year, 9 months later: $57,378
At what point do you think most investors would have given up and thrown in the towel?
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$57,378 removed from the market and reinvested in an interest-bearing CD (fixed deposit) at 5%:
- 6 Months later: $58,813
- 12 Months later: $60,247
- 2 Years later: $63,259
- 5 Years later: $73,230
- 10 Years later: $93,462
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What if you had kept your $57,378 invested in the S&P 500 instead of going to cash?
- 6 Months later: $77,157
- 12 Months later: $79,262
- 2 Years later: $103,404
- 5 Years later: $124,768
- 10 Years later: $244,437
Food for thought.
The investment results depicted herein represent historical gross performance with no deduction for investment management fees or transaction costs. Actual returns will be reduced by expenses that may include management fees and costs of transactions. Although the statements of fact and data in this report have been obtained from, and are based on, sources that the firm believes to be reliable, we do not guarantee their accuracy, and any such information may be incomplete or condensed. All opinions included in this report constitute the Firm’s judgment as of the date of this report and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Past performance is not a guarantee of future results.
