If you bought the S&P in 1997 and held it for the next 20 years - a period which included two recessions and stock market crashes of 50% and 60%, the largest of the past 80 years - your return would still have been 300% Tweet added by Urban Carmel @ukarlewitz

Urban Carmel

5 years

If you bought the S&P in 1997 and held it for the next 20 years - a period which included two recessions and stock market crashes of 50% and 60%, the largest of the past 80 years - your return would still have been 300%

Urban Carmel

@ukarlewitz

5 years

An objective investor should be bullish 80% of the time. From First Trust and Schwab

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Urban Carmel

@ukarlewitz

5 years

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Paul Meloan

@PaulMeloan

5 years

@ukarlewitz Have the Japan guys chimes in yet?

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Chris Augoustatos

@Maven_Insights

5 years

@ukarlewitz That’s 5.6% annualized. Surely could have bought a muni bond ETF and done better after taxes as well as risk adjusted? Would be interested to see in context of cash and bonds? There are other securities to invest also through many cycles.

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Scarlett's Grandpa

@KASDad

5 years

@ukarlewitz Exercises like that r always a product of the starting pt u choose, as u know. If u bought @ highs in 2000, your return is 78%. Obviously the thrust of your comment is correct, said some1 who has a LT portfolio, most of which have stocks with holding periods of 15 to 25 years.

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Jim 1949

@jim_1949

5 years

@ukarlewitz How does that performance compare with the UK FTSE, German Dax or French Cac?

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Tulip Futures - Lion AI powered

@hello_all

5 years

@ukarlewitz what about amazon and apple..

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Stock 1000

@Paul55500852

5 years

@ukarlewitz They would be a freaking old man too!!!!

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Isthebearmarkethere?

@idontg1veafu

5 years

@ukarlewitz Past performance is not indicative of future results

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Long Vol

@longvolonly

5 years

@ukarlewitz Except the condos on my block were $75,000 in 1997 and now at $600,000 today. A larger return.

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Derek Decker

@ddecker1030

5 years

@ukarlewitz All financial market manipulation - we had consistent decline in interest rates all way down to next to nothing, then companies borrowing money to buy back shares turning equity to debt and then extra cash from tax cuts -> buy back more shares at ever higher prices. What’s next?

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Tomo Matsumoto

@thomasoakes

5 years

@ukarlewitz Look at the buying power of the USD over that same period. Now make that argument again.

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Joseph Orozco

@CaliRealest8

5 years

@ukarlewitz Great post thanks bud.

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Startingover

@JerseygirlSusan

5 years

@ukarlewitz Millennials will not invest as those before them. They distrust the system. They have been educated to distrust anything with risk and dislike the private sector. They hate profits. They want full assurances and dependency on government.

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Woland

@Woland000

5 years

@ukarlewitz Now do it in gold prices moron.

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OK

@falonamenork

5 years

@ukarlewitz @market_fox Haven't all those returns come in the past roughly 10 years? If I'm not mistaken the SP500 returned 0% from 1996-2009.. that's if you just boughy SPY...could be wrong.. thinking of SPY chart.

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Grail Star Trader

@Grailstartrader

5 years

@ukarlewitz @GfI_Himmelreich If you went Long—in 1997 And Sold “Some” into advances into Institutional Supply & Bought Pullbacks into Institutional Demand & Hedged the Rising Prices, you would be up 7,000%! Buy & Hold—is for Amateurs! #MarketTimer

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John A

@jetsetter328

5 years

@ukarlewitz @WellBuiltStyle 300% in 22 years? Ehhhh

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