The Standard & Poor’s 500 Index is a collection of 500 different stocks, all of which are chosen, based primarily on their industry category, size, and liquidity.
The purpose of these stocks is to function as an important gauge of United States equities allowing investors to assess the risk and reward of large companies. In order to be listed on the S&P 500, companies must have a market capitalization above $10 billion and have common stock listed on the NYSE or NASDAQ. Some of the world’s most successful companies call the S&P 500 home, and range from industrial conglomerates like Apple, Sony, Amazon, Salesforce.com and many other world-class corporations.
Alright, so that all makes sense but how can you bring together the idea of regular investing and building a portfolio based on the S&P 500?
Here's an example :
Lets say you have a target time horizon of 15 years. You currently save $1,000 per month, your total contribution will be $180,000. At the end of 15 years, with an assumed average return of 8.5% per year, you would receive $360,000.
Benefits:
Copyright © Yacht Plan Services LLC. All rights reserved
The information provided within this website are deemed to be educational in nature and do not constitute an offer or solicitation of investments, insurance or financial products. Relevance of the information may be effected by nationality & tax jurisdiction.
Drop us an email : info@yacht-plan.com