| 2021 - Compare your Investments to the "Benchmarks" | Prepared By : | StockMarketResearchCenter.com | ||||||||||||||||||||||||
| [ Printable Excel Spreadsheet - See Print Instructions ] | The Largest Producer of Online Investment Research | |||||||||||||||||||||||||
| Did your individual Investments or Investment Portfolio Return 23% or more in 2020 . . . ? | ||||||||||||||||||||||||||
| A. Investment " Benchmarks " you need to compare your investments to . . . | ||||||||||||||||||||||||||
| Whether you are running your Investment Portfolio yourself or have a Professional Adviser, don't make the mistake of not "Measuring" your Portfolio's "Results" with these "Benchmarks". It is so easy to compare your success with that of popular and widely used General Accepted Investment "Benchmarks" used by Individuals, Professionals, Financial Institutions, Insurance Companies, Hedge Funds, Universities and Countries. | ||||||||||||||||||||||||||
| The past and present Performance of these Investment "Benchmarks" is public knowledge so making comparisons to your Investment Portfolio is easy and illuminating. | ||||||||||||||||||||||||||
| These Investment "Benchmarks" include the Dow Jones, S&P500 and NASDAQ Indexes . . . As well as the ETFs that hold all the Stocks in Sectors like Biotech, Technology, Financials, Healthcare, Real Estate, Utilities, Energy, and Oil. Also included here are the ETFs that have holdings in China, Japan and Emerging Markets. Gold and Silver ETFs are included as well as U.S. Treasury Issues. | ||||||||||||||||||||||||||
| Every Investment "Benchmark" in the following Tables is available for you to invest in with as little as $15. The purpose of this Online Research Report is to give you the "Worksheet" so you can compare your Portfolio's Results to these Investment "Benchmark" Results. | ||||||||||||||||||||||||||
| B. 2020 Investment " Benchmarks " Name, Contents & 7 Year Returns . . . | No. of Stocks in Benchmark : | Annual Rates of Return : | ||||||||||||||||||||||||
| "Benchmark" Name : | Contents : | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | |||||||||||||||||||
| 1. U. S. Stock Indexes | DJIA + S&P 500 + NASDAQ | 630 | 3% | 12% | 27% | -3% | 31% | 23% | ||||||||||||||||||
| 2. U. S. Stocks Indexes + Sectors | DJIA + S&P 500 + NASDAQ + Gold Index + Oil Index + Energy, Financial, Healthcare, Technology & Utilities Sector ETFs. | 1,521 | -6% | 10% | 18% | -5% | 28% | 10% | ||||||||||||||||||
| 3. U. S. Stocks Indexes + Foreign Stocks | DJIA + S&P 500 + NASDAQ + Emerging Markets, China, & Japan ETFs. | 2,222 | -2% | 8% | 29% | -8% | 24% | 17% | ||||||||||||||||||
| 4. U. S. Stocks Indexes + Bonds | DJIA + S&P 500 + NASDAQ + 20 Year T-Note + Long Term AAA Rated Bonds + High Yield & GNMA Bonds. | 2,077 | 0% | 8% | 15% | -2% | 22% | 15% | ||||||||||||||||||
| Even though these Investment "Benchmarks" are made up of 630 to 2,222 individual Securities, you can invest in any one of the "Benchmarks" for as little as $15 using the new "Slices" tool offered by many brokers. This means you can replace any of your current Investments that do not match up with the "Benchmarks" regardless of how little amount is involved. | ||||||||||||||||||||||||||
| C. Individual Securities included in the " Benchmarks " . . . | CLICK HERE to view How to Invest in "Benchmarks" for as little as $15 | |||||||||||||||||||||||||
| The 4 "Benchmarks" above use a combination of these individual Securities . . . | ||||||||||||||||||||||||||
| Investment | Symbol | 2020 Total Return | 10 Year Average Annual Return | R A N K | 2020 Return "Grade" | Rates of Return | All of the following Securities included in this Table are available to be invested in, and with the new "Slices" investing tools, investors can invest as little as $5 in any one security. See your broker for details. | |||||||||||||||||||
| 10 Year RANK | 2020 RANK | |||||||||||||||||||||||||
| Biotech | XBI | 59% | 21% | 1 | 1 | A | Positive | We have sorted the individual Securities by their 2020 Total Rates of Return. Also included in this Table is the 10 Year Average Annual Return of each of the individual Securities. Then we "Ranked" each Individual Security by their 10 Year Return and their 2020 Return. Using a Grading System, each individual Security is Graded by their 2020 Return. You will also notice we have included the 1 Year T-Bill, 5 Year and 10 Year T-Note and the average Savings Account for references. | ||||||||||||||||||
| NASDAQ | QQQ | 46% | 19% | 2 | 2 | A | ||||||||||||||||||||
| Silver | SLV | 43% | 4% | 16 | 3 | A | ||||||||||||||||||||
| Technology | XLK | 41% | 18% | 3 | 4 | A | ||||||||||||||||||||
| Gold | GLD | 23% | 4% | 15 | 5 | A | ||||||||||||||||||||
| 20 Year T-Note | TLT | 18% | 8% | 11 | 6 | A | ||||||||||||||||||||
| S&P 500 | SPY | 16.0% | 14% | 7 | 7 | B | ||||||||||||||||||||
| Emerging Mkts | EEM | 14% | 4% | 13 | 8 | B | ||||||||||||||||||||
| Japan | EWJ | 13% | 6% | 12 | 9 | B | ||||||||||||||||||||
| Healthcare | XLV | 11% | 15% | 5 | 10 | B | ||||||||||||||||||||
| Dow Jones | DIA | 8% | 14% | 8 | 11 | C | ||||||||||||||||||||
| China | FXI | 7% | 4% | 16 | 12 | C | ||||||||||||||||||||
| 10 Year T-Note | 1% | 2.5% | 18 | 13 | D | If your investments do not compare well with these Investment " Benchmarks ", and you are ready to replace your current Investments with any one or many of the " Benchmarks " . . . Remember that you can invest as little as $15 in the " U. S. Stock Indexes - Benchmark " that include 630 stocks. Or as little as $30 in the "U. S. Stock Indexes + Foreign Stocks - Benchmark " that includes 2,222 stocks. See your Broker for details about "Slices". | ||||||||||||||||||||
| 5 Year T-Note | 1% | 1.7% | 19 | 13 | D | |||||||||||||||||||||
| 1 Year T-Bill | 0.5% | 0.8% | 20 | 15 | D | |||||||||||||||||||||
| Savings Account | 0.1% | 0.1% | 21 | 16 | D | Neutral | ||||||||||||||||||||
| Utilities | XLU | -3% | 12% | 10 | 17 | F | Negative | |||||||||||||||||||
| Oil | USO | -6% | -8% | 22 | 20 | F | ||||||||||||||||||||
| Financials | XLF | -4% | 17% | 4 | 18 | F | ||||||||||||||||||||
| Real Estate | VNQ | -6% | 13% | 9 | 19 | F | ||||||||||||||||||||
| Energy | XLE | -32% | 4% | 14 | 21 | F | ||||||||||||||||||||
| Instructions : | Print this entire sheet by setting your printer options to "Landscape", NO Margins and Print 1 Page Wide by 3 Pages Tall. Next, Using your Broker Statement for Dec, End of the Year 2019 . . .fill in all the figures for Steps No.1 thru Step No. 13. Or, send the printed copy of this page to your Investment Advisor and ask them to fill it in. | |||||||||||||||||||||||||
| D. Now lets compare your Investment Results to the " Benchmarks " . . . | ||||||||||||||||||||||||||
| You can compare INDIVIDUAL Investments or your Total Portfolio to the " Benchmarks". | Your Investment or Portfolio : | Example : | ||||||||||||||||||||||||
| Step No. 1. - Compute the Ending Price of your Investment or Portfolio on 12/31/2019 . . . | $100,000 | |||||||||||||||||||||||||
| Step No. 2. - Compute all the Dividends received in 2020 that were NOT reinvested . . . | + | $3,000 | ||||||||||||||||||||||||
| Step No. 3. - Compute all the Funds that were taken OUT of your Investments . . . | + | $2,000 | ||||||||||||||||||||||||
| Step No. 4. - ADD up the numbers in Step No. 1 + No. 2 + No. 3 together. . . | = | $105,000 | ||||||||||||||||||||||||
| Step No. 5. - Compute any NEW Funds added to the Investment or Portfolio in 2020 . . . | - | $4,000 | ||||||||||||||||||||||||
| Step No. 6. - SUBTRACT the number in Step No.5 from the Total Number in Step No. 4 . . . | = | $101,000 | ||||||||||||||||||||||||
| Step No. 7. - Compute the Value of the Investment or Portfolio TODAY ( End of 2020 ) . . . | $109,000 | |||||||||||||||||||||||||
| Step No. 8. - SUBTRACT the Number in Step No. 6 from the Number in Step No. 7 . . . | = | $8,000 | ||||||||||||||||||||||||
| Step No. 9. - DIVIDE the Number in Step No. 8 by the Number in Step No. 6 . . . | = | 7.92% | ||||||||||||||||||||||||
| This is YOUR Investment or Portfolio RETURN | ||||||||||||||||||||||||||
| Step No. 10. - Enter YOUR Investment or Portfolio Return from Step No. 9 HERE ------------- > | ||||||||||||||||||||||||||
| Step No. 11. - Here are the 2020 Returns for the 4 " Benchmarks " ------------- > | 23% | 10% | 17% | 15% | ||||||||||||||||||||||
| U.S. Stock Indexes | U.S. Stock Indexes + Sectors | U.S. Stock Indexes + Foreign Stocks | U.S. Stock Indexes + Bonds | |||||||||||||||||||||||
| Step No. 12. - Here is YOUR Investment or Portfolio Return vs the " Benchmarks " ------------- > | ||||||||||||||||||||||||||
| Subtract each Return in Step No. 11 from Your Return in Step No. 10 | ||||||||||||||||||||||||||
| Step No. 13. - If YOUR Investment or Portfolio Rate of Return in 2020 was 10% or more BELOW the " Benchmarks ", it may be time to move some of those funds into a " Benchmark". And with the new "Slices" tools offered by many brokers, you can invest as little as $15 in one " Benchmark" so it is very easy to move some of your investment funds into " Benchmarks " This will give you exposure to 630 to 2,222 more individual Stocks that make up the " Benchmarks ", without having to invest thousands of dollars. | ||||||||||||||||||||||||||
| CLICK HERE to view How to Invest in "Benchmarks" for as little as $15 | ||||||||||||||||||||||||||
| 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. | ||||||||||||||||||||||||||
| Copyright: 2008 - 2021 StockMarketResearchCenter.com All Rights Reserved | ||||||||||||||||||||||||||