Why the S&P 500 Index May Not Be Your Benchmark - DIY Investing
Learn how to create your own investment portfolio and what the professional financial advisors look for when constructing a solid portfolio. Zacc Call outlines the factors and options available for those who want to do something other than just invest in the S&P 500 index funds.
Zacc goes over stocks, index funds, bonds, and other asset classes to help you build your wealth.
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⏰ TIME CODES ⏰
0:00 Intro
0:45 Just the S&P 500?
5:00 Reason 1: Too Risky
6:32 Reason 2: Lost Decade
10:02 Reason 3: Want More Return
11:00 Diversification
13:49 Constructing a Portfolio
18:42 Monitoring your Portfolio
27:14 Important Definitions
38:45 Stock Capitalization Grid
47:43 International Grid
49:20 Bond Grid
54:16 S&P 500 on the Grids
56:03 Role of Index Funds
58:25 Financial Advisor Role
1:01:11 Strategic vs Tactical Building
1:04:53 Security Selection
1:07:30 Mutual Funds
1:08:55 Exchange Traded Fund (ETF)
1:16:00 Technical vs Fundamental Approach
1:19:26 Diversification vs Risk
1:32:22 Zacc's Team and Help
1:40:50 Where to Find Zacc's Content
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We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.
Disclosure:
This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.
Different types of investments involve varying degrees of risk, including the loss of money invested. Therefore it should not be assumed that future performance of any specific investment or investment strategy, including the investments or investment strategies recommended or proposed by Capita will be profitable. Further, Capita does not provide legal or tax advice. Please consult with your legal or tax professional for advice prior to implementing any strategies discussed during this podcast.
Certain information discussed during this podcast is based upon forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity. Capita believes that such statements, information and opinions are based upon reasonable estimates and assumptions. However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. Therefore, undue reliance should not be placed on such forward-looking statements, information, and opinions. Registration with the SEC does not imply a certain level of skill or training.
Thumbnail Graphic Source: Ycharts. S&P 500 Total Return Index and Bloomberg US Aggregate Bond Total Return Index from April 1997 through December 2024. Calculated by finding the highest and lowest one-year total return of each index and the highest and lowest one-year total return of a 50/50
split between the two. All information and graphs are for educational purposes only. Past performance is not an indicator nor guarantee of future results. You cannot invest directly in an index.