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  • Analysts predict that the S&P 500 will increase in price by 10% over the next 12 months.
  • The average investor expects an income of 9.1% from their holdings.
  • The actual stock market yield is far lower, to the tune of 3.8%

Warning! Avoid This Common Investment MistakeAnalysts routinely overestimate the market’s performance. Are you holding your portfolio to unrealistic expectations?

How much income do you expect of your portfolio? If your answer is 11% or more, you’re not alone. That response mirrors a poll of U.S. investors by Schroders, a global asset management firm.

In its recent Global Investment Study, a survey of 20,000 investors in 28 countries, the company found the average investor expects an income of 9.1% from their holdings.

What’s the actual current stock market yield? A sobering 3.8%.

Where are investors getting these outlandish ideas regarding investment yields?

Recent research from FactSet gives a hint: Financial analysts and strategists who continually overestimate the market’s performance.

This trend is worth a closer look…

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