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Chart of the Day: 2% Created 90% of Returns

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Aug 20, 2024
Black and white dot plot chart using blue dots to illustrate number and percentage of stocks that created lifetime wealth from 1926 to 2022.

Contents

Today’s Chart of the Day is from @CharlieBilello from the Hendrick Bessembinder paper called “Shareholder Wealth Enhancement” published in 2023. It shows the percentage and number of stocks that created the total wealth in the US Stock market from 1926 to 2022.

Three of them (less than .01%) created 10% of lifetime wealth; 72 stocks (0.26%) created 50%; and on other side of the spectrum, 528 (only 2% of all stocks) created 90% of all wealth in the stock market.
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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