Ben Felix | What Are Normal Stock Returns? @BenFelixCSI | Uploaded October 2018 | Updated October 2024, 38 minutes ago.
If you’re investing in stocks and bonds, you have surely wondered how your portfolio is doing, and how you should expect it to do going forward. Performance is relative. We would evaluate an active fund manager against an index to see if they are delivering better returns than passively holding the market - they rarely do.
I’m Ben Felix, Associate Portfolio Manager at PWL Capital. In this episode of Common Sense Investing, I’m going to tell you about past and expected financial market returns.
Referenced in this video:
The Credit Suisse Global Investment Returns Yearbook 2018 - credit-suisse.com/media/assets/corporate/docs/about-us/media/media-release/2018/02/giry-summary-2018.pdf
From The Archives: Fear of Crashing - worth.com/from-the-archives-fear-of-crashing
Great Expectations Paper: bit.ly/2Efk1jm
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Visit PWL Capital: goo.gl/uPcXg7
PWL Capital Blog Post: pwlcapital.com/whats-a-normal-stock-return
Follow PWL Capital on:
- Twitter: twitter.com/PWLCapital
- Facebook: facebook.com/PWLCapital
- LinkedIn: linkedin.com/company-beta/105673
Follow Ben Felix on
- Twitter: twitter.com/benjaminwfelix
- LinkedIn: linkedin.com/in/benjaminwfelix
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Video channel management, content strategy & production by Truly Inc.
- Website: trulyinc.com
- Twitter: twitter.com/trulyinc
If you’re investing in stocks and bonds, you have surely wondered how your portfolio is doing, and how you should expect it to do going forward. Performance is relative. We would evaluate an active fund manager against an index to see if they are delivering better returns than passively holding the market - they rarely do.
I’m Ben Felix, Associate Portfolio Manager at PWL Capital. In this episode of Common Sense Investing, I’m going to tell you about past and expected financial market returns.
Referenced in this video:
The Credit Suisse Global Investment Returns Yearbook 2018 - credit-suisse.com/media/assets/corporate/docs/about-us/media/media-release/2018/02/giry-summary-2018.pdf
From The Archives: Fear of Crashing - worth.com/from-the-archives-fear-of-crashing
Great Expectations Paper: bit.ly/2Efk1jm
------------------
Visit PWL Capital: goo.gl/uPcXg7
PWL Capital Blog Post: pwlcapital.com/whats-a-normal-stock-return
Follow PWL Capital on:
- Twitter: twitter.com/PWLCapital
- Facebook: facebook.com/PWLCapital
- LinkedIn: linkedin.com/company-beta/105673
Follow Ben Felix on
- Twitter: twitter.com/benjaminwfelix
- LinkedIn: linkedin.com/in/benjaminwfelix
------------------
Video channel management, content strategy & production by Truly Inc.
- Website: trulyinc.com
- Twitter: twitter.com/trulyinc