Page 1
Page 1
Started By
Message

What is a "good" ROI on a personal portfolio?

Posted on 5/31/21 at 11:34 am
Posted by garvatron
Member since Aug 2008
229 posts
Posted on 5/31/21 at 11:34 am
I know this is subjective, but looking for a general range for target ROI on a portfolio. I believe the S&P is historically around 10% (maybe a bit higher in the recent short-term). What do you guys target?
Posted by tigersfan1989
Baton Rouge
Member since Oct 2018
1265 posts
Posted on 5/31/21 at 12:11 pm to
I’d say anything over 15% would be considered good. Anything below that you’re better off just going s&p index fund in my opinion. It’s tough to consistently beat the s&p but some people seem to be able to do it.
Posted by oklahogjr
Gold Membership
Member since Jan 2010
39573 posts
Posted on 5/31/21 at 12:17 pm to
If you aren't making 15% it's not worth the effort.


Posted by 632627
LA
Member since Dec 2011
13841 posts
Posted on 5/31/21 at 12:26 pm to
quote:

I’d say anything over 15% would be considered good. Anything below that you’re better off just going s&p index fund in my opinion. It’s tough to consistently beat the s&p but some people seem to be able to do it.



People (mostly new investors) have been spoiled with market performance the last 8 years or so.

Historical average is 10% and that should be the target for what’s considered “great”. Anything else and you’re beating the market, and that’s exceptional.
Posted by iknowmorethanyou
Paydirt
Member since Jul 2007
6590 posts
Posted on 5/31/21 at 1:14 pm to
Exactly. You can tell who hasn't experienced too many market cycles before.
Posted by EA6B
TX
Member since Dec 2012
14754 posts
Posted on 5/31/21 at 6:36 pm to
quote:

People (mostly new investors) have been spoiled with market performance the last 8 years or so. Historical average is 10% and that should be the target for what’s considered “great”. Anything else and you’re beating the market, and that’s exceptional.


Over the last 40 years to average 10% you needed a bunch of years with returns in the high 20% range. Hitting a 10% return is not going to look that great when we again have a few years of negative or low single digit returns.
first pageprev pagePage 1 of 1Next pagelast page
refresh

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on X, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookXInstagram