I graduated college on May 20th, 2009. The value of the Standard & Poor’s (S&P) 500 Index was:
Today is January 18th, 2021 (11.66 years later). The value of the S&P 500 is:
Showcasing an investment gain of $2,864.78 across a 11.66 year time span, for a return on investment (ROI) of 317.09%, or an annualized ROI of 13.03%.
If you purchased 1 share at the 2009 price and compounded that rate of return across a 40 year time-span you’ll get:
$152,535.42
My attempts at Beating The Index, are based on that math. My BTI attempts will be data-driven, articulated, and pursued at my own risk.
Before you decide to pursue similar attempts with your personal finances, as a prudent investor, I highly recommend you save an emergency fund, then maximize your tax-advantaged accounts via low expense ratio index funds, before opening a brokerage account.
If you would like to read more about my recommendations, they are based on the information provided here: https://www.bogleheads.org/wiki/Getting_started
*Bogleheads have a diverse wiki site that provides an overview on simple investment strategies that are grounded in sound principles that have been time-tested and market-proven to work for minimal oversight on a simple investment portfolio.
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