Debunking S&P 500 Performance: What Investors Need to Know
600 views
0

 Published On Oct 1, 2023

Are you trying to outperform the S&P 500 as your main investment goal? You might be walking down the wrong path. In today's video, we delve into the allure and potential pitfalls of using the S&P 500 as your primary benchmark.

👉 What's Inside:

-Why the S&P 500 is a commonly used benchmark
-The hidden risks of aiming to beat the S&P 500
-A deep dive into historical 10-year rolling returns
-Real-life examples, like the 2008 crash, and its impact on portfolio performance
-The true benchmark for your long-term financial success

📈 Why This Matters:
Investors often see the S&P 500 as the ultimate metric for success, but doing so might mislead you from achieving your personal financial goals. Whether you're a retiree looking to secure your income stream or a middle-aged entrepreneur who sold a business, understanding your own benchmarks is crucial for financial planning.

📬 Sign up for Kyle's weekly newsletter, The CFO Signal: https://www.atlaswa.com/get-the-signal

show more

Share/Embed