Don't Invest in the S&P 500. Especially if you're retired. (108-year backtest results)

Video Description

I know it’s tempting, but it does not pay to chase past performance. This backtest was done using https://www.timeline.co/ To get data going back to 1908, they use a combination of indexes, but they currently map to: US Total Market - Morningstar US Market US Aggregate Bonds - Morningstar US Core Bond Global Equities - Morningstar Global All Cap Target Market Exposure Global Aggregate Bonds - Morningstar Global Core Bond Looking for help with Financial Planning? I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us, please follow this link: https://go.novawm.com/yt/72 How we invest for our clients: https://youtu.be/jjWmaRKmnEA?si=H9Q8K-2N8bdLNSDl Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to investing. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. We do not provide tax advice. Any examples used in the video are for illustrative purposes only and you may get less back than the figures shown. This video does not constitute personal advice. We do not take any responsibility for third party websites and content we may link to from this video. Issued on behalf of Nova. Nova is a trading name of Nova Wealth Ltd, which is authorised and regulated by the Financial Conduct Authority (FRN: 778951) and is a limited company registered in England & Wales (10739796). James Shack™ property of James Shackell Copyright © James Shackell 2023. All rights reserved. The author asserts their moral right under the Copyright, Designs and Patents Act 1988 to be identified as the author of this channel and any video published on it. 00:00 Intro 00:57 The Test 04:14 US 07:46 Global 13:26 Third Strategy