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Chart of the Day: More Professional, Less Individual

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Aug 29, 2024
Chart dated from 1945 to 2020 measuring equities, corporate bonds, and treasuries

Contents

Today’s Chart of the Day from S&P Global shows the overall market share owned by individuals. For equities, it started at nearly 95% in 1945 and has dropped to only 40% as of today. The data suggests the other 60% of the investments are made through market professionals through things like mutual funds and exchange traded funds (ETFs). The level also decreased for corporate bonds and treasuries, from 30% for both in 1945 to only 3% and 10%, respectively.

What does this mean? The theory is that as more and more of the market is traded by market professionals, who have more resources and complex systems at their disposal, it is increasingly difficult for individuals to compete and outperform.
Chart of the Day

About the Author

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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