stock-market-graph

Five years ago last week, the Dow bottomed-out at 6,547, says Bloomberg.

If your clients were lucky enough to have invested then, they would be pocketing some substantial gains. But not all gains are created equal.

Read: The search for outperformance

Take $10,000, which if invested in a broad index fund, would have been worth $30,971 by early this March. Compare that to gold, which would have only made $4,225 on that same $10,000, for a total of $14,225.  Income investing would have increased the total to $14,086, Bloomberg reports.

Still, that beats a money market account, which would have netted $26 on the original investment.

See more here.

Also read:

Understanding factor-indexed ETFs

Using a GPS for portfolio construction

Originally published on Advisor.ca

Add a comment

You must be logged in to comment.

Register on Advisor.ca