Sound Investing

WSCPA- The ultimate buy and hold portfolio

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Apr 23, 2025
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INSIGHT

Power of Small Return Differences

  • An extra half a percent return over a lifetime can add over a million dollars to your retirement wealth.
  • Small differences in annual returns compound significantly over decades of investing.
INSIGHT

Stocks Outperform Bonds Long-Term

  • Stocks historically have doubled bond returns over the long term, with the S&P 500 compounding around 10% annually.
  • Investing in stocks provides the best long-term growth potential despite market volatility.
INSIGHT

Four-Fund Diversification Benefits

  • Diversifying with a four-fund strategy balances risk and return by never being the best or worst performer.
  • This diversification stabilizes portfolio performance and reduces volatility.
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