Through September of this year, the S&P 500 had a total return of 8.34%. From 1926 through 2013, this widely-regarded US large company index has boasted an average annual total return of just north of 10% according to Morningstar data. CNBC recently highlighted that the S&P posted fourth quarter gains of 2.5%, on average, since 1946 in mid-term election years…which we find ourselves in today. This same source pointed out that the best six-month period for equities in the U.S. annually (since post-World War II) has been the November-April time frame with a 15.3% average gain. What does this all mean? Nothing, naturally, other than to stay diversified.
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