Retirement Wealth Advisors | Guess Which Asset Class Was The Number #1 Performer Over The Past 20 Years?

Tue, Feb 17, 2015

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Barefoot Retirement Plan Overview — The Basics from Barefoot Strategies on Vimeo.

I’ve got the most amazing chart to show you.
Recently BlackRock, the world’s largest asset manager, conducted a research study to determine which asset classes performed the best over the past 20 years, AND… to see how the “Average American Investor” managed their own investments, compared to these top asset classes. This is amazing!
Do you want to guess which asset class performed the best, on an average annual basis, over the past 20 years? I bet you guessed correctly. It’s OIL. Yep, oil as an asset class, has averaged an 8.6% average annual return and took the #1 spot. Homes came in at the bottom at only 2.3%.
So where do you reckon; (a) Inflation came in and, (b) where did the average investor come in?
Inflation came in at 2.6% over the past 20 years. But what about our “average” investor? How did he do?
In a word, HORRIBLE! The average investor came in DEAD LAST! He only averaged 2.1% over the past 20 years! That is terrible. That is appalling. The average investor did not even keep up with inflation.
So I have a second question for you.
If the “average investor” only averaged an average annual return on his investments of 2.1%, how the dickens is he going to be able to save enough for retirement?
The answer is… He is NOT. He can’t even keep up with inflation, so he is losing ground each year. Going backwards. Ouch. That is horrible. How can he even think about retirement if he is going backwards each year?
Here’s The Good News!
I looked at the numbers going back 24 years to see how our flagship Barefoot Retirement Plan would have performed by following our often recommended blended index selection.
As a reminder, the blended index is made up of various indexes like the S&P 500 index, the Barclays Capital U.S. Aggregate Bond Index, and others. Each year the cash value of your account gets credited with an amount of interest gain based on the performance of the blended index.
Our plan has a 0% floor and a 17% cap. This means the least you can earn in a year is 0% (so you can never lose money due to market downturns), and the most you can earn is 17% in a given year. We gathered the actual data of all of these indexes to calculate how our program would have performed over the past 24 years.
Guess what we found? Our program came in #1. Yep, it came in at an average annual return of 9.28%.
Take a look at the chart below and see the returns:

Retirement Wealth Advisors | Guess Which Asset Class Was The Number #1 Performer Over The Past 20 Years?

Not only did the Barefoot Retirement Plan come in ahead of every single major asset class, but we did it without anywhere near the risk that the other asset classes had. Since our plan is guaranteed in writing, by a hundred plus billion dollar, 120 year old company, not to lose a single penny due to market downturns…. you would not have had anywhere near the stress and worry, that’s often associated with the volatility of most of the other asset classes.
Also, what is not seen on this chart, is the fact that some of these asset classes lost money, or had negative returns in some years. Our program, on the other hand, never lost a cent due to negative market returns. The worst our plan did in a given year is a 0% return, but never lost money.
You probably remember Warren Buffett’s #1 rule for investing, right? It is, Never Lose Money. Losing money can destroy your returns and take years to recover.
Obviously no one in America can predict what our financial future holds nor how the markets will change. Past performance is never a prediction of future results. So there is no way to know for certain how our Barefoot Plan will perform in the future, but I know you have to admit that the past 20 years have been pretty impressive, wouldn’t you say?
If you have not yet requested your Free Barefoot Retirement Analysis, shame on you. What are you waiting for? It’s free. It’s painless. There is absolutely, positively, no obligation what-so-ever. We DO NOT try to sell you when we do your analysis. We simply gather some basic information from you, and then run the analysis. Most of the time, people are amazed at just how powerful this plan really is… and what a positive impact it can have on your retirement.
So don’t wait another minute. Call us right now to request your free analysis.

I’ll show you one more interesting chart, just for fun. Just take a look at this. This chart shows how the average investor performed compared to our Barefoot Plan.
Never Be An Average Investor.
Don’t settle for poor returns like this. You deserve better, much better!


Retirement Wealth Advisors | Guess Which Asset Class Was The Number #1 Performer Over The Past 20 Years?

I hope you found this enlightening.
Doyle
P.S. If you did not get a chance to watch the Barefoot Plan overview video, you should not miss this. It is fantastic. It’s about 26 minutes, and it can change your life!
Here is the link to watch the overview video: http://barefootretirement.com/overview/

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  • Retirement Wealth Advisors | Guess Which Asset Class Was The Number #1 Performer Over The Past 20 Years?
  • Retirement Wealth Advisors | Guess Which Asset Class Was The Number #1 Performer Over The Past 20 Years?
  • Retirement Wealth Advisors | Guess Which Asset Class Was The Number #1 Performer Over The Past 20 Years?
  • Retirement Wealth Advisors | Guess Which Asset Class Was The Number #1 Performer Over The Past 20 Years?
  • Retirement Wealth Advisors | Guess Which Asset Class Was The Number #1 Performer Over The Past 20 Years?
  • Retirement Wealth Advisors | Guess Which Asset Class Was The Number #1 Performer Over The Past 20 Years?
  • Retirement Wealth Advisors | Guess Which Asset Class Was The Number #1 Performer Over The Past 20 Years?
  • Retirement Wealth Advisors | Guess Which Asset Class Was The Number #1 Performer Over The Past 20 Years?
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