Compare All Your Investments Returns to the Major Market Returns

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StockMarketResearchCenter.com

The Largest Producer of Online Stock Market Research

Did your Investments earn a 43% Rate of Return in 2020 . . . ?

Are you aware of the Rates of Return of each of your Investments . . ? Do you monitor your Stock Broker's End of the Year Statements . . ? You may be missing higher Rates of Return like the 43% Return on the NASDAQ in 2020. Use this Worksheet to compare all your Investments.

Market :

Symbol :

Number of Stocks :

Start of 2020 Price :

End of 2020 Price :

2020 Rate of Return :

The 3 Major Market Indexes . . .

Dow Jones Industrial

28,538

30,606

7.25%

S & P 500

500

3,231

3,756

16.25%

NASDAQ

3,300

8,973

12,888

43.63%

The ETFs that represent the Markets . . .

Dow Jones Industrial

DIA

285

306

7.37%

S & P 500

SPY

500

322

374

16.15%

NASDAQ

QQQ

100

213

314

47.42%

Enter your Investments Here to Compare . . .

PRINT This Worksheet . . . And enter the data needed. Or, Have your Investment Advisor fill it out and return to you.

Step 1

Enter each of your Investments individually in Column "A", and their "Symbol" in Column "B".

Step 2

Enter the 2020 Starting Price for each Investment in Column "C" and the 2020 Ending Price in Column "D".

Step 3

Subtract the Price in Column "C" from the Price in Column "D". Then divide that results by the Price in Column "C".

Step 4

That result is the 2020 Rate of Return for that Investment which you can compare to the 3 Market Returns above.

Investment :

Symbol :

Start of 2020 Price :

End of 2020 Price :

2020 Rate of Return :

Example :

General Motors

36.6

41.64

14%

Note: You can get the Starting and Ending Prices for each of your Investments from your Broker or on the Internet. BigCharts.marketwatch.com can also help.

Enter Your Investments Here :

Results of your Investment's Comparison . . .

If any of your Investments earned lower Rates of Return last year vs. the Major Market Returns, it may be time to move some of those funds into the Major Markets, using the ETFs that represent the Markets as listed above.

Remember also that the Major Markets listed above include many individual securities like the 500 in the S&P or the 100 in the QQQ, which represents the NASDAQ, thereby giving you diversification. Always consult with your Investment Professional before making any investment decisions.

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.