Is it 6%, 7%, 10%, or 12%? A Lesson in Returns
Episode 1453 of the The Investor Coaching Show with Paul Winkler podcast, hosted by The Investor Coaching Show, titled "Is it 6%, 7%, 10%, or 12%? A Lesson in Returns" was published on May 15, 2025 and runs 19 minutes.
May 15, 2025 ·19m · The Investor Coaching Show with Paul Winkler
Summary
If you search the internet for the average return of the S&P 500, you’ll likely get some very different answers. If the average return of your portfolio is off by even 1%, you end up with very different incomes in retirement. Today, Paul and Evan cover this topic at length and share why looking at the 30-year periods of the market will make the picture clearer. They also explain how we can use this kind of information to see that properly diversified portfolios outperform both large U.S. funds and total market funds. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Episode Description
If you search the internet for the average return of the S&P 500, you’ll likely get some very different answers. If the average return of your portfolio is off by even 1%, you end up with very different incomes in retirement. Today, Paul and Evan cover this topic at length and share why looking at the 30-year periods of the market will make the picture clearer. They also explain how we can use this kind of information to see that properly diversified portfolios outperform both large U.S. funds and total market funds.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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