Is the S&P 500 a Bad Asset Class?

The S&P 500 ended the first decade of the 21st century effectively flat. A 90 day T bill was top performer in 2018 with a whopping 1.87% return. International equities had positive returns in 14 of the last 20 years studied.

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I’m not an investment professional or licensed financial advisor, but I do have access to free products and portfolios built by licensed investment professionals—and so do you! The perks of living in 2022, right?

This week, we’re breaking down a few big investing topics:

the relationship between risk and returns
diversification beyond the S&P 500 (and why it’s something you may want to consider, considering it involves securities that aren’t down 25% YTD)
the (free) tools you can use to level up your portfolio

I also sat down for a conversation with Trey Lockerbie of The Investor’s Podcast Network (https://www.theinvestorspodcast.com/) to talk about all things “value investing,” Warren Buffett, and why Trey can’t help himself from investing in individual stocks.

To learn more about our sponsor, Vin Social, check out http://vinsocialvip.com/.

Episode transcripts can be found at https://www.podpage.com/money-with-katie-show/.

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Mentioned in the Episode

Rational Reminder on "factor investing": https://podcasts.apple.com/us/podcast/the-rational-reminder-podcast/id1426530582?i=1000575745961
Ken Fisher, American billionaire investment analyst: https://www.kenfisher.com/books/little-book-market-myths/chapter-09
Callan’s Periodic Table of Investment Returns: https://www.callan.com/research/2021-classic-periodic-table/
S&P 500 total returns by year: https://www.slickcharts.com/sp500/returns
M1 Finance: https://m1.com/
Roth IRAs per the IRS: https://www.irs.gov/retirement-plans/roth-iras