Fun Facts Newsletter | April 2015

For "Fun Facts..." this month we are providing a snapshot summary of the S&P 500 Top 10 Performers for 2014 and "Why a Broadly Diversified Index Fund Should Be the Core of Your Portfolio": "Did you own the top 10 best performing stocks last year? " (Yes, you did!)

The best performing stocks can go up over 100% or more.

Mathematically, the worst one stock can do is minus 100%

So a few stocks going up more than 100% can out-weigh the few that go down 75%+.

NOT OWNING the top 10 performing stocks represents an "opportunity cost" that contributes to active managers under-performing a broad stock-market index.

The names and industries of the best performing companies change over the years. Chances are the best performing companies in the future will be names we aren't familiar with today.

S&P 500 Top 10 Performers

S&P 500 Top 10 Performers

Happy Easter!

As always, please contact us with any questions or news or comments.

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