September 16, 2018

Normal: 7% from stock market.

That’s what you get if you do a compound interest calculation over the growth of S&P 500.

This is the answer you will get from Google.

But most investors don’t get 7%

Here’s what people usually get

  • 95% of day traders fail. This means they get a negative return
  • For people who invest in mutual fund, they usually get around 4% after transaction cost. Yes, they get less than the market index
  • For people who invest in ETF funds, they usually get around 6%. This is 7% – 1%. The management fee of ETF funds are lower because there is less activity. It’s a very passive fund.
  • For people who invest in private equity (this is no longer the “normal” return), they usually aim for somewhere between 25% to 50% per year. However, this is usually not accessible by general public as the minimum investment is $100K +
  • For myself, I manage my own portfolio and I aim to make around 20% to 30% per year, similar to private hedge funds. To date, I made over 300% from the market in the last 2.5 years. My student made 100% since he started.
  • For real estate investors, it depends if you want to consider leverage or not
  • For non leverage real estate, you usually get around 6 to 10%, including capital gain. However, you need to have the downpayment fo real estate.
  • For leveraged real estate, you might be able to get 50% to 100%. However, you need to have the downpayment fo real estate.

Anyways, in the last couple of weeks, I made a fun little investing quiz which has gone viral. I originally made this quiz for my students to identify weakness in their investment strategy. It’s a 12 question quiz. If you’re interested, you can try it hereas well.

I also made a free course on how to set up your chart for investing. This is the exact template I use. You can take the course for free. The catch is that if you don’t complete the course 7 days – then you get a penalty of your choice.

Cheers,

Eric

About the author 

Eric Seto

Eric Seto is an investor with over 10 years of experience. He travelled around the world to help with auditing, accounting, purchase and sale of companies.

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