Saturday, June 5, 2021

How Much To Budget Your Stock Market Returns For?

 Working out a 10 year investment budget has always been challenging as, until recently, there has been no benchmark as to what the returns from a managed funds share portfolio might be.

Now, thanks to modern digital techniques that have examined investment returns going back to the 1790's, there is a number;

"The stock market’s has produced an inflation-adjusted total return of 6.0% annualized since 1793, according to research conducted by Edward McQuarrie, a professor emeritus at the Leavey School of Business at Santa Clara University

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