| 2021 - Buy an Investment "Benchmark" for as little as $15 | 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 show you how to use the new Investment "SLICES" Tool to purchase the "Benchmarks". | ||||||||||||||||||||||||||
| 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. What the Investment " Benchmarks" used to cost per unit . . . | ||||||||||||||||||||||||||
| Since the Investment "Benchmark" entitled " U.S. Stock Indexes " is made up of the Dow Jones Industrial Average represented by the DIA + the S&P 500 represented by the SPY + the NASDAQ 100 represented by the QQQ . . .it used to take a large amount of money to buy just 1 unit of this Investment " Benchmark ". | ||||||||||||||||||||||||||
| Examples of how investing in the Investment " Benchmarks " used to cost . . . | ||||||||||||||||||||||||||
| " Benchmark " Name : | Security: | No. of Shares : | Recent Price : | Cost : | No. of Stocks in this Security | |||||||||||||||||||||
| 1. U.S. Stock Indexes | DIA | 1 | $302 | $302 | 30 | |||||||||||||||||||||
| SPY | 1 | $370 | $370 | 500 | ||||||||||||||||||||||
| QQQ | 1 | $310 | $310 | 100 | ||||||||||||||||||||||
| TOTAL for 1 "Benchmark" Unit | 3 | $982 | 630 | |||||||||||||||||||||||
| 2. U.S. Stock Indexes + Sectors | DIA | 1 | $302 | $302 | 30 | |||||||||||||||||||||
| SPY | 1 | $370 | $370 | 500 | ||||||||||||||||||||||
| QQQ | 1 | $310 | $310 | 100 | ||||||||||||||||||||||
| GLD | 1 | $175 | $175 | 1 | ||||||||||||||||||||||
| USO | 1 | $33 | $33 | 1 | ||||||||||||||||||||||
| XLE | 1 | $38 | $38 | 28 | ||||||||||||||||||||||
| XLF | 1 | $29 | $29 | 67 | ||||||||||||||||||||||
| XLV | 1 | $111 | $111 | 61 | ||||||||||||||||||||||
| XLK | 1 | $129 | $129 | 72 | ||||||||||||||||||||||
| XLU | 1 | $61 | $61 | 29 | ||||||||||||||||||||||
| TOTAL for 1 "Benchmark" Unit | 10 | $1,558 | 889 | |||||||||||||||||||||||
| 3. U.S. Stock Indexes + Foreign Stocks | DIA | 1 | $302 | $302 | 30 | |||||||||||||||||||||
| SPY | 1 | $370 | $370 | 500 | ||||||||||||||||||||||
| QQQ | 1 | $310 | $310 | 100 | ||||||||||||||||||||||
| FXI | 1 | $45 | $45 | 51 | ||||||||||||||||||||||
| EEM | 1 | $50 | $50 | 1219 | ||||||||||||||||||||||
| EWJ | 1 | $66 | $66 | 322 | ||||||||||||||||||||||
| TOTAL for 1 "Benchmark" Unit | 6 | $1,143 | 2222 | |||||||||||||||||||||||
| 4. U.S. Stock Indexes + Bonds | DIA | 1 | $302 | $302 | 30 | |||||||||||||||||||||
| SPY | 1 | $370 | $370 | 500 | ||||||||||||||||||||||
| QQQ | 1 | $310 | $310 | 100 | ||||||||||||||||||||||
| TLT | 1 | $157 | $157 | 44 | ||||||||||||||||||||||
| BLV | 1 | $109 | $109 | 156 | ||||||||||||||||||||||
| GNMA | 1 | $51 | $51 | 178 | ||||||||||||||||||||||
| HYG | 1 | $87 | $87 | 1069 | ||||||||||||||||||||||
| TOTAL for 1 "Benchmark" Unit | 7 | $1,386 | 2077 | |||||||||||||||||||||||
| As you can see from the tables above, if you want to move some of your investment funds into any of the 4 Investment " Benchmarks ", it could cost more than you want to invest. If you want to invest in the U. S. Stock Indexes " Benchmark ", you would have to spend around $982 based on recent prices for the 3 components of the " Benchmark " , which is the DIA, SPY & QQQ. Buying 1 share of each of these ETF securities would give you a " Benchmark" that would include 630 individual Securities. Then came "SLICES". | ||||||||||||||||||||||||||
| D. With the invention of Investment "SLICES"..you can buy a "Benchmark" for $15… | ||||||||||||||||||||||||||
| 1. Here is what the new Investment "SLICES" online order format looks like . . . | Wall Street Brokers like Fidelity, Schwab, Robinhood, SoFi, Stash, Stockpile, Interactive Brokers, Betterment and more came up with the tool called "SLICES" , which allows investors to purchase a "piece" or "SLICE" of one Security with as little as $5. As example, if you wanted to own Apple or Netflix or Tesla, but did not want to invest $131 or $513 or $661 for one share of these companies . . . these Brokers will let you buy a "SLICE" of one share with $5. This new tool means you can own .038 of one share of Apple at a cost of $5. If Apple goes up to $175 per share, your .038 of one share would be worth $6.65, a profit of $1.65 or a return of 33% on your $5 investment. | |||||||||||||||||||||||||
| Online Order Form --- > | Security Symbol | BUY | Shares | Market | If Limit | |||||||||||||||||||||
| or | or | or | Limit | |||||||||||||||||||||||
| SELL | $ Amount | Limit Price | Price | Term | ||||||||||||||||||||||
| What you enter to Buy a "SLICE" --- > | DIA | BUY | $5 | Market | Day | |||||||||||||||||||||
| This will allow you to buy $5 worth of the DIA at the Market Price. | ||||||||||||||||||||||||||
| 2. Here is How to Invest in the 4 Investment "Benchmarks" using the new "SLICES" Tool . . . | ||||||||||||||||||||||||||
| Benchmark Name : | Security Symbol | BUY | Shares | Market | If Limit | |||||||||||||||||||||
| or | or | or | Limit | |||||||||||||||||||||||
| SELL | $ Amount | Limit Price | Price | Term | ||||||||||||||||||||||
| 1. U. S. Stock Indexes | DIA | BUY | $5 | Market | Day | |||||||||||||||||||||
| SPY | BUY | $5 | Market | Day | ||||||||||||||||||||||
| QQQ | BUY | $5 | Market | Day | ||||||||||||||||||||||
| Total for 1 "Benchmark" Unit | $15 | |||||||||||||||||||||||||
| 2. U. S. Stock Indexes + Sectors | DIA | BUY | $5 | Market | Day | |||||||||||||||||||||
| SPY | BUY | $5 | Market | Day | ||||||||||||||||||||||
| QQQ | BUY | $5 | Market | Day | ||||||||||||||||||||||
| GLD | BUY | $5 | Market | Day | ||||||||||||||||||||||
| USO | BUY | $5 | Market | Day | As you can see from the tables to the left, you can use the new Investment "SLICES" Tool to purchase the U.S. Stock Indexes "Benchmark" with as little as $15. Or the U.S. Stock Indexes + Sectors "Benchmark" with as little as $50. This means you can move any amounts from $15 and UP from your current Investments into one or all of the Investment "Benchmarks" using the new Investment "SLICES". Make sure to check with which ever Broker you choose to invest using the Investment "SLICES" tool to make sure they offer it, that they allow a $5 Minimum and what other details they offer the program with. | |||||||||||||||||||||
| XLE | BUY | $5 | Market | Day | ||||||||||||||||||||||
| XLF | BUY | $5 | Market | Day | ||||||||||||||||||||||
| XLV | BUY | $5 | Market | Day | ||||||||||||||||||||||
| XLK | BUY | $5 | Market | Day | ||||||||||||||||||||||
| XLU | BUY | $5 | Market | Day | ||||||||||||||||||||||
| Total for 1 "Benchmark" Unit | $50 | |||||||||||||||||||||||||
| 3. U. S. Stock Indexes + Foreign Stocks | DIA | BUY | $5 | Market | Day | |||||||||||||||||||||
| SPY | BUY | $5 | Market | Day | ||||||||||||||||||||||
| QQQ | BUY | $5 | Market | Day | ||||||||||||||||||||||
| FXI | BUY | $5 | Market | Day | ||||||||||||||||||||||
| EEM | BUY | $5 | Market | Day | ||||||||||||||||||||||
| EWJ | BUY | $5 | Market | Day | ||||||||||||||||||||||
| Total for 1 "Benchmark" Unit | $30 | |||||||||||||||||||||||||
| 4. U. S. Stock Indexes + Bonds | DIA | BUY | $5 | Market | Day | |||||||||||||||||||||
| SPY | BUY | $5 | Market | Day | ||||||||||||||||||||||
| QQQ | BUY | $5 | Market | Day | ||||||||||||||||||||||
| TLT | BUY | $5 | Market | Day | ||||||||||||||||||||||
| BLV | BUY | $5 | Market | Day | ||||||||||||||||||||||
| HYG | BUY | $5 | Market | Day | ||||||||||||||||||||||
| GNMA | BUY | $5 | Market | Day | ||||||||||||||||||||||
| Total for 1 "Benchmark" Unit | $35 | |||||||||||||||||||||||||
| E. Check with these Brokers about their "SLICES" Programs . . . | ||||||||||||||||||||||||||
| Ask them if they still offer the Program, what the minimum "Slice" Dollar Amount is and what commissions they charge. | ||||||||||||||||||||||||||
| Broker : | Website : | Phone Number : | ||||||||||||||||||||||||
| 1. Fidelity | www.fidelity.com | 1-800-343-3548 | ||||||||||||||||||||||||
| 2. Robinhood | www.robinhood.com | 1-650-294-4858 | ||||||||||||||||||||||||
| 3. Schwab | www.schwab.com | 1-866-855-9102 | ||||||||||||||||||||||||
| 4. SoFi | www.sofi.com | 1-855-456-7634 | ||||||||||||||||||||||||
| 5. Stash | www.stash.com | 1-800-205-5164 | ||||||||||||||||||||||||
| 6. Interactive Brokers | www.interactivebrokers.com | 1-877-442-2757 | ||||||||||||||||||||||||
| 7. Stockpile | www.stockpile.com | 1-818-688-0722 Fax Only | ||||||||||||||||||||||||
| 8. Betterment | www.betterment.com | 1-646-600-8263 | ||||||||||||||||||||||||
| Print Instructions : | To use this sheet as a reference, set your printer options to "Landscape", NO Margins and Print 1 Page Wide by 3 Pages Tall. | |||||||||||||||||||||||||
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