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Average Is Not Normal

From 1928 through the end of 2015 the S&P 500® Index has produced an average annualized return of 9.5%.

How many of those 87 calendar years do you think the S&P 500 returned between 9% – 10%?

In this brief video Ross explains why average is not normal.

Source: NYU dataset


S&P 500® Index: An index, with dividends reinvested, of 500 issues representative of leading companies in the U.S. large cap securities market.

Indexes are unmanaged and cannot be invested in directly.Returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment.

Strategic asset allocation and diversification do not assure profit or protect against loss in declining markets.


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