slides.com/qplum/us-investor-index
Disclosures: qplum LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Sources:
Federal Reserve US Household balance sheet
BLS data on retirement allocations
Data:
On every update to the balance sheet of US investors published by the Federal Reserve:
(Backtested) Gains of investing one dollar in each of these strategies
These backtested results are for illustrative purposes only. Backtested performance is not indicative of future results. The actual performance for investments in these strategies could be different.
In future, we should be investing with a trustworthy tool and not experts.
The tool should look at every aspect of the data.
The tool should be affordable and efficient.
The tool should know what we have learned already."
- Benjamin Graham
Disclosures: qplum LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.