See The Best Performing Mutual Funds Of All Time
👉 realmoneymoves.com/best-perf…
We ranked the all-time record holders, 20-year survivors, and 10-year leaders.
The winner pulled 29.2% annual returns.
A $10,000 investment would've become ~$280,000.
The numbers are wild.
"To invest successfully, you need not understand beta, efficient markets, modern portfolio theory, option pricing, or emerging markets.
You may, in fact, be better off knowing nothing of these"
— Warren Buffett
"Yes, the market goes down.
But when you’re dollar-cost averaging, downturns let you buy more shares of great companies at lower prices.
Bonds rob you of that opportunity."
— Paul Merriman
Research from MIT
found that people tend to spend 12-18% more when using plastic cards instead of laying down real cash.
In some cases, they spent more than twice as much!
"If you think you're so good that you can pick stocks and beat the index, give it a try!
Learn the hard way...
Virtually no one beats the index."
— Kevin O'Leary
We all have our Vices!
My friend smokes a pack of cigs everyday, and has for years.
$8/day
= $2,920/year
= $29,200/decade
If she had been investing that into $SCHG instead ( 18.40% annually),
she'd now have ~$70,000.
Then Vs. Now:
$1,000 into the Vanguard Total International Stock Index Fund ETF $VXUS over the past 10 years
(with dividends reinvested)
turns into about $2,449 today, at an average annual gain of ~9.37%.
Top 10 Holdings Below 👇
The ALPS O'Shares U.S. Quality Dividend ETF $OUSA
tracks the O'Shares U.S. Quality Dividend Index, a U.S. quality dividend index.
Top 5 holdings:
$GOOGL 6.14%
$JNJ 5.24%
$AAPL 4.87%
$V 4.75%
$MA 4.28
Expense Ratio: 0.48%
Yield (TTM): 1.40%
10 Year NAV Return: 10.41%
Then Vs. Now:
$1,000 into the iShares Core Dividend Growth ETF $DGRO over the past 10 years
(with dividends reinvested)
turns into about $3,489 today, at an average annual gain of ~13.31%.
Top 10 Holdings Below 👇
The Schwab U.S. Dividend Equity ETF, $SCHD, tracks the Dow Jones U.S. Dividend 100 Index of high-quality U.S. dividend payers.
Top 5 holdings:
$TXN 5.35%
$UNH 5.11%
$QCOM 4.31%
$CVX 4.16%
$COP 4.07%
Expense Ratio: 0.06%
Yield (TTM): 3.22%
10 Year Return: 12.89%
Looking back on this post about $HIMS
Allocations have decreased, and 2 of the 4 ETFs listed here have dropped it completely.
How do you interpret this? 🤔
$HIMS 🧴 builds recurring revenue through direct-to-consumer health, converting trust, convenience, and retention into a scalable, margin-rich engine built for long-term compounding.
Here’s where it sits in digital-health ETFs:
$HEAL ~4.31%
$EKG ~3.52%
$PTH ~3.31%
$THNR ~4.33%
Looking for top companies within the Mid-Cap Growth sector?
Check out these top ETF overlaps: $VOT$IWP
Total Overlap: 37%
Top 3 Companies:
⚡ $VRT: VERTIV HOLDINGS CO. CLASS A
🔌 $PWR: QUANTA SERVICES INC
✈️ $HWM: HOWMET AEROSPACE INC.
Biotech ETFs price binary risk and breakthroughs, driven by pipelines and FDA catalysts.
$IBB: iShares Biotechnology ETF
$XBI: State Street SPDR S&P Biotech ETF
$FBT: First Trust Nyse Arca Biotechnology Index Fund
$BBH: Vaneck Biotech ETF