qplum's U.S. Investor Index

How do you compare against a typical US investor?

QPUSINVX

US Investor Index

US Investor Index

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

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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

Vanguard Total Stock Market ETF (VTI), Vanguard REIT (VNQ), and Vanguard Total Bond Market ETF (BND) being used to represent for stocks, bonds, real-estate asset classes here. These are being used for illustrative purposes only to represent the broad asset classes and the ETFs do not represent 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, we discuss the construction and use of the U.S. Investor Index

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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