2020

Did Your Investments Return over 38% Last Year ?

Prepared by:

StockMarketResearchCenter.com

[ Printable Excel Spreadsheet - See Print Instructions ]

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Learn how you could have joined thousands of Investors who earned over 38% last year . . .

Point No.1

Whether You are guiding your Investments yourself or have a Professional Adviser directing them, you should be aware if your Investments are keeping pace with an Investment owned by thousands of other Investors . . . trades over 46,850,000 shares a day . . . and last year returned over 38 %

Point No.2

It is easy to compare your Investment Rates of Return vs. the widely held and heavily traded "Indexes" so that you can make decisions. If your Rates of Return match or exceed the "Indexes", you can feel comfortable. However, if they are returning LESS than the "Indexes", you have the option to make changes.

Point No.3

If your Investment Returns do not measure up, you can move some of your capital into any one of several "Indexes" that trade just like individual Stocks…but have the benefit of including many Stocks instead of just one. Lets look at some of the best "Indexes" here . . .

What are the "Indexes" you can invest in . . .

An "Index" is a method to track the performance of a group of assets in a standardized way. One very popular "Index" is the Dow Jones Industrial Average or Dow 30 or DJIA. This "Index" is made up of 30 Stocks including Apple, UnitedHealth, Home Depot & Microsoft among others. Since it would be costly to invest in all 30 Stocks in order to participate in the Stock Price Performance, Wall Street invented the "Index" ETF.

An ETF , Exchange Traded Fund, is an asset that tracks a particular set of equities, similar to an index, and trades just as a normal stock trades on an exchange. The ETF is made up of stocks and unlike a "fund", the ETF price changes during the hours that the exchange on which it is listed is open to trade. Without getting into pricing details, for our example, lets think of the price of the ETF as the prices of all the stocks in the ETF added together and divided by the number of shares in the ETF.

The Most Popular "Index" ETFs :

Index ETF Name

Symbol

Exchange

No. of Stocks

Recent Price

Cost per 100 Shares

2019

Average Daily Trading Volume

Net Assets

2019 Dividend Yield

2019 Total Return

High Price

Low Price

Invesco QQQ

QQQ

NASDAQ

100

247

$24,700

215

143

46,858,641

112,110,674,000

1.03%

39.34%

SPDR S&P 500

SPY

NYSE

500

308

$30,800

322

235

116,439,047

267,148,510,000

2.19%

30.99%

SPDR Dow Jones

DIA

NYSE

257

$25,700

289

218

5,715,540

21,332,190,000

2.55%

24.87%

Lehman 20 Year

TLT

NASDAQ

45 Bonds

164

$16,400

148

118

7,271,093

19,080,723,049

2.53%

14.03%

SPDR Technology

XLK

NYSE

104

$10,400

13,153,169

31,691,450,000

1.71%

49.61%

View the details of these "Index" ETFs below . . .

Just like an individual stock, you can purchase just one share of an "Index" ETF so don't let the higher prices scare you. In addition, if you or your Investment Adviser are smart enough to purchase one or two stocks that have had a great Price Performance in 2019, sit back and be comfortable that your Investment Portfolio is keeping pace with the large market "Indexes". However, if selecting the one or two or several individual stocks has not worked for you, why not join the thousands of investors who own 100 to 500 Stocks or 45 Bonds by using the popular "Index" ETFs.

You hear Stock Market Professionals tell us on TV or in Financial Publications that being "Diversified" is the ONLY way to be invested in the Stock Markets. Your parents will confirm that philosophy if they bought General Electric years ago at $56…and cringe when they look at today's price of $7 per share. One of the best ways to "Diversify" is by investing in "Index" ETFs, since they own 30 stocks, 100 stocks and 500 stocks in the ETFs listed above. Plus, you get the Dividends that are paid by the individual stocks held by the ETFs you invest in.

Lets look at some examples . . .

Cost :

Proceeds:

Profit:

Income:

Total :

Total Return:

On 12/31/2018 you BUY 10 shares of QQQ at a price of $154 per share for a total cost of $1,540.

$1,540

On 12/31/2019 you SELL 10 shares of QQQ at a price of $213 per share for a total proceeds of $2,130

$2,130

$590

$16

$606

39.34%

On 12/31/2018 you BUY 10 shares of SPY at a price of $250 per share for a total cost of $2,500

$2,500

On 12/31/2019 you SELL 10 shares of SPY at a price of $322 per share for a total proceeds of $3,220

$3,220

$720

$55

$775

30.99%

On 12/31/2018 you BUY 10 shares of DIA at a price of $233 per share for a total cost of $2,330

$2,330

On 12/31/2019 you SELL 10 shares of DIA at a price of $285 per share for a total proceeds of $2,850

$2,850

$520

$59

$579

24.87%

On 12/31/2018 you BUY 10 shares of TLT at a price of $122 per share for a total cost of $1,220

$1,220

On 12/31/2019 you SELL 10 shares of TLT at a price of $135 per share for a total proceeds of $1,350

$1,360

$140

$31

$171

14.03%

On 12/31/2018 you BUY 10 shares of XLK at a price of $62 per share for a total cost of $620

$620

On 12/31/2019 you SELL 10 shares of XLK at a price of $91.67 per share for a total proceeds of $917

$917

$297

$11

$308

49.61%

Now lets look at some of these "Index" ETF details . . .

Symbol:

Top Securities in this ETF :

Major Sectors :

Major Country:

Major Industry:

QQQ

Apple, Microsoft, Amazon, Facebook, Alphabet, Intel, NVIDIA, Adobe, PayPal

Info Tech, Communication, Healthcare

United States

Software

SPY

Microsoft, Apple, Amazon, Facebook, Alphabet, Johnson & Johnson, Berkshire Hathaway, Visa

Info Tech, Healthcare, Consumer Dec.

United States

Software

DIA

UnitedHealth, Home Depot, Microsoft, Goldman Sachs, Visa, McDonalds, Boeing, 3M, Johnson & Joh

Info Tech, Healthcare, Consumer Dec.

United States

Technology

TLT

United States Treasury Notes Maturing 2043, 2044, 2046, 2047, 2048 & 2049

U.S. Government Notes

United States

Fixed Income

XLK

Microsoft, Apple, Visa, Mastercard, Intel, NVIDIA, Adobe, PayPal, Cisco, Salesforce

Info Technology

United States

Software

Now you can compare your Investment Portfolio's 2019 Total Rate of Return to these "Index" ETF Returns . . .

Print this worksheet, using the Printer set up : No Margins, Print on 2 Portrait Pages.

Using your Monthly Statements or your Broker's Website, enter the figures in Step 1 thru Step 6 below. Then COMPARE your Return to the "Index" ETF's Return.

If your Rates of Return are LESS than the "Index" ETF Returns, you have the option of moving some of the funds into any or all of the "Index" ETFs like thousands of investors are doing.

Since your Investments include dividends, interest payments or other distributions, the "Index" ETFs also include the annual dividend or interest payments in the Rates of Return shown below.

Consider sending your Investment Adviser a link to this Worksheet for them to Print It, Fill It Out and Mail It to You.

Step 1

Step 2

Step 3

Step 4

Step 5

Step 6

"Index" ETF 2019 Rates of Return :

Enter Your 12/31/19 Investments Total Value Here:

Enter Your 12/31/18 Investments Total Value Here:

Gross Change - Subtract Step 2 from Step 1

PLUS: Any Funds Withdrawn & MINUS: Any Funds Added

Net Change - Add Step 4 to Step 3

Your Rate of Return = Divide Step 5 by Step 2

QQQ :

SPY :

DIA :

TLT :

XLK :

39.34%

30.99%

24.87%

14.03%

49.61%

12/31/2019 :

12/31/2018 :

2019

All of 2019

2019

Now Enter your 2019 Investment Portfolio Rate of Return Here :

2019 >

Example :

105,000

100,000

+ 5,000

+ 200

+ 5,200

+ 5.20%

Now compare Your 2019 Investment Portfolio Rate of Return to each "Index" ETF :

Compare your 2019 Investment Portfolio Rate of Return to the "Index" ETF Returns HERE - >

If your 2019 Investment Returns are not keeping up with the widely held "Index" ETFs, maybe it's time to make some changes. Call your Investment Professional.

Note :

We DO NOT Accept Funds. Consult your Investment Adviser about any changes you wish to make or "Index" ETFs you wish to invest in.

NOTE: StockMarketResearchCenter.com is NOT a broker, bank or financial institution and does not buy or sell securities. StockMarketResearchCenter.com has no financial interest in any of the stocks mentioned here and does not receive any compensation for mentioning any of these stocks. All the data used to calculate ratings and scores are obtained from recognized sources but has not been verified by us and cannot be guaranteed to be accurate or complete. Every effort has been made to insure all data is accurate but errors by data sources or others cannot be considered the responsibility of StockMarketResearchCenter.com. This page is not an offer to buy or sell any securities and any data on this page cannot be considered a recommendation to buy or sell any security. Please consult an investment professional before making any investment decisions.