Is your Portfolio making
Less than than 10% a Year?
The S&P 500 Index has averaged
10.13% since 1957
If your stock ISA or SIPP isn't making at least 10%, it might be time to re-think your investment strategy. The S&P500 Index goes up and down and so return is not guaranteed, but it has averaged 10% annually over several decades.
According to market data:
5 Year Average: 2020-2024: 15.3%
10 Year Average: 2015-2024: 13.3%
20 Year Average: 2005-2024: 13.2%
This is not investment advice and obviously speak to your financial advisor before you invest.
But with the right research, it might be easier than you think.
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