|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2021 - Compare your Investments to
the "Benchmarks" |
Prepared By : |
StockMarketResearchCenter.com |
|
|
|
|
|
|
|
|
Contact us at:
StockMarketResearchCenter @ gmail.com |
|
|
|
The
Largest Producer of
Online Investment Research |
|
|
|
|
How
Do Your 2021
Investments Compare to
the 2021 Investment
" BENCHMARKS " . . . ? |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
A.
Why are Investment
" Benchmarks "
Important . . . ? |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 using the new " SLICES "
Investment Tool. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
B.
Current " BENCHMARK "
Rates of Return for YTD 2021 . . . |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
A.
"Benchmark" Name : |
|
1. U.S. Stock Indexes |
|
2. U.S. Stock Indexes + Sectors |
|
3. U.S. Stock Indexes + Foreign
Stocks |
|
4. U.S. Stock Indexes + Bonds |
|
5. Foreign Country Stocks |
|
6. U.S. Bonds |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
B. "Benchmark" Current
Return : |
|
3.83% |
|
6.08% |
|
5.78% |
|
0.19% |
|
3.70% |
|
-2.54% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
C. Your Investment Current Return : |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D.
Your Current Investment vs."Benchmark" Current Return : |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Enter
the current 2021 YTD Return of your individual Investments or entire
Portfolio in "C" above. Next subtract the 2021 YTD Returns in
"B" from your Return to calculate how your Returns measure up to
the "Benchmark" Returns. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
If
your current 2021 YTD Returns are BELOW the "Benchmark" Returns,
remember that you can move some of your investment funds into any of the 6
Investment "Benchmarks" in this Table in amounts as small as $15
using the new Investment Tool titled "SLICES". |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
C. What
makes up each
" BENCHMARK " . . . |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
"Benchmark" Name : |
Contents
: |
Content
Symbols : |
|
Number
of Stocks in "Benchmark" : |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1. U.S.
Stock Indexes |
DJIA + S&P 500 + NASDAQ |
DIA + SPY + QQQ |
630 |
|
|
|
|
2. U.S. Stock Indexes + Sectors |
DJIA + S&P 500 + NASDAQ +
Gold Index + Oil Index + Biotech, Energy, Financial, Healthcare, Technology
& Utilities Sector ETFs |
DIA + SPY + QQQ + GLD + USO + XBI
+ XLE + XLF + XLV + XLK + XLU |
1,029 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
3. U.S. Stock Indexes + Foreign Stocks |
DJIA + S&P 500 + NASDAQ +
Emerging Markets, China & Japan ETFs |
DIA + SPY + QQQ + EEM + FXI + EWJ |
1,592 |
|
|
|
|
|
|
|
|
|
|
|
|
4. U.S. Stock Indexes + Bonds |
DJIA + S&P 500 + NASDAQ + 20
Year T-Note + Long Term AAA Rated Bonds + High Yield & GNMA Bonds |
DIA + SPY + QQQ + TLT + BLV + HYG
+ GNMA |
2,077 |
|
|
|
|
|
|
|
|
|
|
|
|
5. Foreign Country Stocks |
China + Japan + Brazil + Germany
+ India + Mexico + Europe + Emerging Markets |
FXI + EWJ + EWZ + EWG + INDA +
EWW + EZU + EEM |
2,129 |
|
|
|
|
|
|
|
|
|
|
|
|
6. U.S. Bonds |
20 Year T-Note + Long Term AAA
Rated Bonds + High Yield & GNMA Bonds |
TLT + BLV + HYG + GNMA |
1,447 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Using
the new Investment Tool "SLICES", you can purchase the U.S. Stock
Indexes "Benchmark" for as little as $15, the U.S. Stock Indexes +
Sectors for as little as $55, the U.S.Stock Indexes + Foreign Stocks for as
little as $30, the U.S. Stock Indexes + Bonds for as little as $35, the
Foreign Country Stocks for as little as $40 and the U.S. Bonds for as little
as $20. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Click Here for
Information about the new Investment Tool titled "SLICES" |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|