363: Performance of US Diversified Stocks by Category
Be Wealthy & Smart
Linda P. Jones
4.8 • 883 Ratings
🗓️ 10 January 2018
⏱️ 12 minutes
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Summary
Learn which asset classes have performed the best on a 1, 3, 5, 10 and 15 year basis.
Review of U.S. Diversified Stocks like the S & P 500, Large-cap growth, Large-cap core, Multi-cap growth, Midcap growth, Multicap core, Large-cap value, Multicap value, etc.
Chart from Investor's Business Daily is posted on my website at http://lindapjones.com, podcast 363.
Get "11 Quick Financial Tips to Boost Your Wealth" at http://lindapjones.com.
Transcript
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| 0:00.0 | Be Wealthy and Smart, episode 363. |
| 0:02.8 | I'm gonna live no rich life. |
| 0:06.8 | Rich life. |
| 0:07.8 | All the best life. |
| 0:10.0 | If y'all know what I mean, put your hands up and declare with me |
| 0:13.6 | Yeah, I'm full of faith |
| 0:16.0 | I'm gonna live a good life |
| 0:20.0 | I'm gonna live the good life |
| 0:21.0 | and beautiful and financial freedom without budgets, boredom or bosses on |
| 0:31.2 | be wealthy and Smart. |
| 0:33.9 | And now here's your host, Linda P. Jones. |
| 0:38.0 | Welcome to Be Wealthy and Smart. |
| 0:39.5 | I'm Linda P. Jones, America's Wealth Mentor. |
| 0:41.8 | Empowering women and Men Worldwide to Financial Freedom. |
| 0:45.4 | On this episode, we're going to talk about fund category performance of U.S. diversified |
| 0:50.6 | stock funds for performance through the end of 2017, a three-year |
| 0:56.8 | average, a five-year average, a ten-year and a fifteen-year average. So we're going |
| 1:01.0 | to be talking about long-term averages of different asset classes. |
| 1:05.7 | This will help you with your 401k, perhaps. |
| 1:09.1 | It will help you with determining asset allocation moving forward of your 401k, and it might give you some interesting ideas |
| 1:16.3 | about trends and performance and what's been happening there. |
| 1:21.4 | This of course comes from Investors Business Daily, so this is strictly U.S. diversified stocks. |
... |
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