Meaning Over Money

296 - Did You Make 26% On Your Investments in 2023? If Not, We Need to Talk

296 - Did You Make 26% On Your Investments in 2023? If Not, We Need to Talk

Meaning Over Money


Published: 17 January 2024 at 12:00 Europe/London

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Episode notes

How did your investments do in 2023? Lots of people are celebrating their 12%, 16%, and even 18% performance. Considering the stock market is supposed to get "8%-10% per year," they crushed it.....or did they? Context matters. Unfortunately, these people lost big time. Why? Because the U.S. stock market returned 26% on the year (including dividends). So if your portfolio came in well under that number, you were done a disservice. Let's talk about it.


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