Qplum's U.S. Investor Index

How do you compare against a typical US investor?

QPUSINVX

US Investor Index

US Investor Index

Qplum's U.S. Investor Index or QPUSINVX shows the performance of the typical US investor's household investments.

The Federal Reserve[1] publishes statistics for net household wealth in the U.S. Using this data, we can calculate the growth of the average American household's investments for every quarter since 1930. We have taken this a step further and enriched[2] the data by adding the daily observations for this series, starting 1995.

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Disclosure This is for educational purposes only. This index has been constructed using external data sources and is not a trading product and cannot be invested in. All investments carry risk. Backtested performance is not indicative of future results. Read our full disclosure here about back-tested performance and projections.

Asset allocation of a typical US household

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Asset allocation of a typical US household

Here we have used Vanguard Total Stock Market ETF (VTI) to represent stocks, Vanguard REIT (VNQ) for real-estate, and Vanguard Total Bond Market ETF (BND) for bonds.

These ETFs are being used for illustrative purposes only. We want to, using the ETFs, represent the broad asset classes rather than the actual allocation of any real investor.

Compare US investors to the stock market

Disclosure This study is for educational purposes only. All investments carry risk. Backtested performance is not indicative of future results. The actual performance for investments in this portfolio could be different. Read our full disclosure here about back-tested performance and projections. qplum is not a tax advisor. Please consult with your tax advisor before making any decisions about your tax liabilities.

In this webinar, in association with Interactive Brokers, we discuss the construction and use of the U.S. Investor Index

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References:

[1] Federal Reserve Data

[2] QPUSINVX



All investments carry risk. The information provided here is educational only and is not investment, tax advice or recommendation to any person or organization. Past performance is not indicative of future performance. For more information, please click here to read our Terms of Use and here to read our Disclaimer.


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