Investor Realities: Beating the S&P 500

In this Get Stacked clip, we delve into the challenges investors and advisors face trying to consistently outperform the S&P 500. From 1994 to 2024, a study of 41 funds revealed that the median outperformance was only achieved in 11 out of 21 years, with the best achieving it in just 13 years. Despite the pursuit of this 'holy grail' of consistent outperformance, the average additional return was a mere 0.3%. Join us as we explore the difficulties and realities of beating the market.
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Our mission here at Return Stacked® Portfolio Solutions is to help investors build better portfolios by unlocking the potential of diversification through a process called return stacking.
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