Fun Facts Newsletter | May 2013

Before school breaks for summer, let’s have an academic investment refresher course with statistics updated thru December 31, 2012.

For all rolling 12 month time periods from January 1926 thru December 31, 2012:

U.S. Large Co. Stocks (S&P 500) have outperformed One-Month Treasury Bills:

69% of the time over 1 year 
75% of the time over 3 years 
75% of the time over 5 years 
84% of the time over 10 years 
95% of the time over 15 years 
100% of the time over 20 years or longer

U.S. Large Value Stocks have outperformed the S&P 500 Index:

56% of the time over 1 year 
65% of the time over 3 years 
75% of the time over 5 years 
82% of the time over 10 years 
90% of the time over 15 years 
96% of the time over 20 years

Register now for our next evening education program.

"Redefining Investment Advice" is scheduled for Tuesday, May 14, 2013 starting at 7:00PM at The Anderson Center. We are pleased to have Rob Bessett, Regional Director at Dimensional Fund Advisors, as our speaker. Some of the questions to be addressed include:

  • Why should you expect your eight-year old daughter to pick stocks as well as a top Wall Street analyst?
  • Why is it likely that above-average companies will exhibit below-average investment returns?
  • To an overwhelming degree, three simple factors explain why one diversified portfolio behaves differently from another. What are they?

Email registration invitations have been sent, please contact us if you have any questions. First 10 to register get a free copy of the book "The Investment Answer: The Five Key Decisions Every Investor Needs to Make" by Daniel C. Goldie, CFA, CFP®, and Gordon S. Murray.

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