2021

Do Your Investments Beat the "Benchmarks" ?

Prepared by:

StockMarketResearchCenter.com

[ Printable Excel Spreadsheet - See Print Instructions ]

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Now You Can See If Your Investments Beat the "Benchmarks"

Point No.1

Whether You are guiding your Investments yourself or have a Professional Advisor directing them, you should be aware if your Investments are keeping pace with Generally Accepted "Benchmarks".

Point No.2

It is easy to compare your Investment Rates of Return vs. the "Benchmarks" so that you can make decisions. If your Rates of Return match or exceed the "Benchmarks", you can feel comfortable. However, if they are returning LESS than the "Benchmarks", you have the option to make changes.

Point No.3

If your Investment Returns do not measure up, you can move some of your capital into the actual "Benchmarks" themselves which is why the "Benchmarks" are designed to become "Alternative Investments". Learn about the "Benchmarks" below.

I n s t r u c t I o n s :

Print this worksheet, using the Printer set up : No Margins, Print on 2 Portrait Pages.

Using your Monthly Statements or your Broker's Website, enter the figures in Step 1 thru Step 6 below. Then COMPARE your Return to the "Benchmarks" Return.

You can go back to up to the last 10 years to compare your Investment's Rates of Return each year vs the "Benchmark" Annual Returns.

If your Rates of Return are constantly LESS than the "Benchmarks", you have the option of moving some of the funds into any or all of the "Benchmarks" themselves since they are made up of ETFs that contain large amounts of individual stocks ( See below ).

Since your Investments include dividends, interest payments or other distributions, the "Benchmarks" also include the annual dividend or interest payments in the Rates of Return shown below.

Consider sending your Investment Advisor a link to this Worksheet for them to Print It, Fill It Out and Mail It to You.

Step 1

Step 2

Step 3

Step 4

Step 5

Step 6

" Benchmarks " Annual Rates of Return

Enter the End of the Year Investments Total Value

Enter the 1 Year Later Investments Total Value

Gross Change - Subtract Step 1 from Step 2

PLUS: Any Funds Withdrawn & MINUS: Any Funds Added

Net Change - Add Step 4 to Step 3

Your Rate of Return = Divide Step 5 by Step 1

" A "

" B "

" C "

" D "

U.S. Stock Indexes

U.S. Stock Indexes + Sectors

U.S. Stock Indexes + Foreign Stocks

U.S. Stock Indexes + Bonds

[ "Benchmark" Descriptions Below ]

12/31/19

Today

YTD 2020

All of 2020

YTD 2020

2020

YTD 2020

2020 >

22.82%

12.00%

16.32%

14.60%

Example :

100,000

105,000

+ 5,000

+ 200

+ 5,200

+ 5.20%

12/31/18

12/31/19

End of 2019

All of 2019

End of 2019

2019

2019 >

31.55%

27.51%

24.44%

21.01%

12/31/17

12/31/18

End of 2018

All of 2018

End of 2018

2018

2018 >

-2.72%

-3.58%

-8.41%

-2.17%

12/31/16

12/31/17

End of 2017

All of 2017

End of 2017

2017

2017 >

27.27%

20.34%

29.87%

15.59%

12/31/15

12/31/16

End of 2016

All of 2016

End of 2016

2016

2016 >

11.64%

16.64%

8.22%

8.19%

12/31/14

12/31/15

End of 2015

All of 2015

End of 2015

2015

2015 >

3.57%

-1.63%

-1.87%

0.12%

12/31/13

12/31/14

End of 2014

All of 2014

End of 2014

2014

2014 >

14.00%

13.14%

7.05%

13.95%

12/31/12

12/31/13

End of 2013

All of 2013

End of 2013

2013

2013 >

32.61%

23.97%

19.30%

11.27%

12/31/11

12/31/12

End of 2012

All of 2012

End of 2012

2012

2012 >

14.59%

12.72%

14.93%

10.93%

12/31/10

12/31/11

End of 2011

All of 2011

End of 2011

2011

2011 >

4.36%

4.79%

-6.68%

12.48%

12/31/09

12/31/10

End of 2010

All of 2010

End of 2010

2010

2010 >

16.14%

14.58%

13.29%

13.11%

"General Accepted Benchmark" Descriptions :

A. U.S. Stock Indexes

Combines the Dow Jones Industrial Average + The S&P 500 + The NASDAQ 100, using the DIA with 30 Stocks, the SPY with 500 Stocks and the QQQ with 100 Stocks.

How to Buy This Benchmark :

Buy Equal Amounts of: DIA ( with 30 Stocks ), SPY ( with 500 Stocks ) & QQQ ( with 100 Stocks ). Example: Investing $1,000 = $333 into DIA, $333 into SPY & $333 into QQQ.

This Benchmark Owns:

630 Stocks

B. U.S. Stock Indexes + Sectors

Combines the Dow Jones Industrial Average + The S&P 500 + The NASDAQ 100 + a Gold Index (GLD) + an Energy (XLE), Financial (XLF), Healthcare (XLV), Technology(XLK) & Utilities (XLU) Sector ETF . Aside from the 630 Stocks in the DIA, SPY & QQQ, there are 258 Stocks in the 6 ETFs representing the Sectors.

How to Buy This Benchmark :

Buy Equal Amounts of: DIA ( with 30 Stocks ), SPY ( with 500 Stocks ), QQQ ( with 100 Stocks ), GLD ( with 1 Stock ), XLE ( with 28 Stocks ), XLF ( with 67 Stocks ), XLV ( with 61 Stocks ), XLK ( with 72 Stocks ), & XLU ( with 29 Stocks ). Example: Investing $1,000 = $111 into DIA ,SPY, QQQ, GLD, XLE ,XLF, XLV, XLK & XLU.

This Benchmark Owns:

888 Stocks

C. U.S. Stock Indexes + Foreign Stocks

Combines the Dow Jones Industrial Average + The S&P 500 + The NASDAQ 100 + an Emerging Markets ETF ( EEM ), a China ETF ( FXI ) and a Japan ETF ( EWJ ). Aside from the 630 Stocks in the DIA, SPY & QQQ, there are 1592 Stocks in the 3 ETFs representing the Foreign Countries.

How to Buy This Benchmark :

Buy Equal Amounts of: DIA ( with 30 Stocks ), SPY ( with 500 Stocks ), QQQ ( with 100 Stocks ), FXI ( with 51 Stocks ), EEM ( with 1,219 Stocks ) & EWJ ( with 322 Stocks ) . Example: Investing $1,000 = $166 into DIA ,SPY, QQQ, FXI, EEM & EWJ.

This Benchmark Owns:

2,222 Stocks

D. U.S. Stock Indexes + Bonds

Combines the Dow Jones Industrial Average + The S&P 500 + The NASDAQ 100 + 20 Year T-Note ( TLT ), Long Term AAA Rated and Investment Grade Bonds ( BLV ), High Yield Bonds ( HYG ) and GNMA Bond ( GNMA ) ETFs . Aside from the 630 Stocks in the DIA, SPY & QQQ, there are 1,447 Bond Issues in the 4 ETFs representing the Bonds.

How to Buy This Benchmark :

Buy Equal Amounts of: DIA ( with 30 Stocks ), SPY ( with 500 Stocks ), QQQ ( with 100 Stocks ), TLT ( with 44 Issues ), BLV ( with 156 Issues ), HYG ( with 1,069 Issues ) & GNMA ( with 178 Issues ) . Example: Investing $1,000 = $142 into DIA ,SPY, QQQ, TLT, BLV, HYG & GNMA.

This Benchmark Owns:

630 Stocks & 1,447 Fixed Income Issues

Note :

We DO NOT Accept Funds. Consult your Investment Advisor about any changes you wish to make or "Benchmarks" you wish to invest in.

NOTE: StockMarketResearchCenter.com is NOT a broker, bank or financial institution and does not buy or sell securities. StockMarketResearchCenter.com has no financial interest in any of the stocks mentioned here and does not receive any compensation for mentioning any of these stocks. All the data used to calculate ratings and scores are obtained from recognized sources but has not been verified by us and cannot be guaranteed to be accurate or complete. Every effort has been made to insure all data is accurate but errors by data sources or others cannot be considered the responsibility of StockMarketResearchCenter.com. This page is not an offer to buy or sell any securities and any data on this page cannot be considered a recommendation to buy or sell any security. Please consult an investment professional before making any investment decisions.