Yard Stick
Investment Measurements
Indicant
Performance in Green
|
Annual Percentage
Rate*
|
Indicant
Performance Comparison |
Average Annual
Inflation Rate (1926-1998) |
3.08%,
Click
note 1 |
|
Interest Earned from
Savings Account (1926-1998) |
3.77%,
Click note
1 |
After inflation, the
"saver" made less than one-half percent a year. |
Interest Earned from
Bonds (1926-1998) |
5.33%,
Click note
1 |
A bond investor made
a little over two percent after inflation. |
Buy/Hold Stocks
(1926-1998) |
11.22%,Click note
1 |
The buyer and holder
of stocks made a little over eight percent after inflation. |
Buy/Hold through Bear
Markets (1928-1998) |
0.88% |
The buyer and holder
loses money after inflation during bear markets, which can last up to
twenty years plus. |
Mid-term Indicant
(1900-2004), DJIA |
Charts/tables. |
Beats buy and hold by over 2,000%.
|
Mid-tern Indicant (1971-2004), S&P500 |
Charts/tables |
Beats buy and hold by over 36%. |
Mid-term Indicant (1984-2004), NASDAQ |
Charts/tables |
Beats buy and hold by over 142%. |
Short/Quick Indicant (1999-2004) QQQQ |
Charts/Tables |
Beat buy and hold by over 150%. |
Short/Quick Indicant (1999-2004) 30 ETF's |
Charts/Tables |
Beat buy and hold by over 15% |
Buy and Hold Indicant
Selected Stocks (1998-2004) |
Click note
3 |
Beat buy and hold by 97.9% in bear
market of 2000-2004. |
Long-term Indicant
(DJIA, 1920-Dec. 2004) |
Click
note 4 |
Beat buy and hold by 38.3% since 1928. |
Short-term Indicant
through Bear Markets (1928-2004) |
Click
note 5 |
Beat buy and hold in bear markets by 151.4% |
Mid-term
Indicant Dow Jones Industrial Stocks (1980-2001) |
Click
Indicant Performance Advantage Tour |
Beat buy and hold by 52.6% |
Mid-term
Indicant NASDAQ100 Stocks (1985-2004) |
Click
Indicant Performance Advantage Tour |
Beat buy and hold by 162.1% |
Mid-term
Indicant 50 Mutual Funds (1987-2004) |
Click
Indicant Performance Advantage Tour |
Beat buy and hold by 144.3% |
Mid-term
Indicant 50 Stocks (1985-2004) |
Click
Indicant Performance Advantage Tour |
Beat buy and hold by 122.5% |
Combined
296 Stocks and Mutual Funds (1995-2004) |
Click
Indicant Performance Advantage Tour |
Beat buy and hold by 145.4%. Click
here to see why. |