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Only Invest in the S&P 500? Historical Returns Show Otherwise.

Returns can vary sharply from one period to another as we have experienced in the last two decades. It was the best of times and the worst of times for US equity investors. We believe that holding a broadly diversified portfolio can help smooth out returns and put investors in a position to increase the likelihood of long-term success.

A Tale of Two Decades: Lessons for Long-Term Investors